Quotes
A quote is your priced offer to the customer. A clear quote makes it easy for them to say yes and prevents arguments later about what was included.
Create a quote
Start from a lead, a site visit, a template or a blank quote. Starting from a lead or visit fills in the customer details for you.
Client details
| Field | How to fill it | Why it matters |
|---|---|---|
| Client name (required) | The person or company being quoted | Printed on the PDF |
| Phone | With country code | Used by the WhatsApp button |
| Their email | Used by the email button | |
| Address | The billing address | Printed as Bill To |
| Client GSTIN (India) or Client tax ID | The customer's registered number, if they have one | Needed on tax documents for registered businesses |
| Place of supply (India) | The state where the supply is made | Decides whether tax is CGST and SGST or IGST |
| Ship to | Only if the site differs from the billing address | Shows where the work will be done |
Document details
| Field | How to fill it | Why it matters |
|---|---|---|
| Title (optional) | A short description, such as "4MP IP Camera System for Warehouse" | Printed at the top so the customer knows what it is |
| Date (required) | The date of the quote | Starts the validity period |
| Valid until | The last day the price holds | Protects you when equipment prices change. The default comes from settings |
| Status | Draft, Sent, Accepted, Rejected or Converted | Tracks where the offer stands |
Line items
Add one row for each item or service.
| Field | How to fill it | Why it matters |
|---|---|---|
| Description | The product or service, such as "4MP IP Dome Camera" | What the customer is buying |
| Specifications / details | Resolution, lens, storage size, warranty | Lets the customer compare your offer with others |
| HSN | The tax code, such as 852590 (India) | Needed on GST documents. Confirm the right code with your accountant |
| Quantity | How many | Multiplies by the rate |
| Unit | Such as nos, m or set | Makes the quantity clear, especially for cable |
| Rate | Price per unit before tax | Your price |
| Amount | Worked out for you | Quantity times rate |
List labour, cabling, accessories and configuration separately or say that they are included. Most disputes start from what a quote did not say.
Discount and tax
Enter any discount, then check the tax percentage, which comes from your settings. The total updates as you go. In India, the split into CGST and SGST or IGST follows the place of supply.
Notes and terms
- Notes appear on the document and suit details for this customer, such as "Price assumes existing internet at site".
- Terms and conditions come from your settings and can be changed here. Include payment stages, warranty and what is excluded.
Preview and send
Once saved, use Preview or PDF to check it. Then use WhatsApp or Email to send it, and set the status to Sent. You can also edit, duplicate or delete it from this screen.
When the customer agrees
Choose Create Proforma Invoice or Create Invoice. The details and items carry over, and the quote shows as Converted. See proforma invoices for the next step. For pricing advice, read how to quote a CCTV installation job.
Want a walkthrough? We can show you these screens using a CCTV job like yours.