Price Every Enquiry Accurately. Print It With Your Brand.
Add prices, tax and discounts to the customer’s enquiry and print it as a quotation with your logo and layout, built on the same customer and item records as the rest of AYBN ERP.
AYBN ERP — From Lead to Ledger, Everything Connected.
- CustomerName, GSTIN and address from your records
- ItemsFrom your item catalogue, with HSN codes
- Prices and discountsPer line, with quotation totals
- TaxTax amount on every line
- Your brandingLogo and layout from print setup
Quotations made in a word processor cost you accuracy and time.
When quotes are typed by hand, errors reach the customer before the order does.
Prices typed by hand
Rates and discounts are copied from a price list or an old quote, and mistakes creep in.
Wrong tax on the quote
Tax is added by hand, so the quoted total does not match what you later bill.
No copy of what was quoted
Quotes sit in someone’s sent mail, so nobody can check what the customer was promised.
Inconsistent documents
Every salesperson’s quotation looks different, which does not help your brand.
The quotation is built from the enquiry you already recorded.
In AYBN ERP the quotation is the priced lead. It uses your customer and item records, keeps the follow-up history beside it, and prints with the same branding as your orders and invoices.
Receives: The lead’s customer, items and quantities, and your item catalogue with tax rates.
Feeds: Your customer receives a printed or PDF quotation. When they confirm, the sales order is entered separately today, using the same customer and item records.
AYBN ERP — From Lead to Ledger, Everything Connected.
What you can do with Quotations in AYBN ERP
The capabilities that matter most day to day, each connected to the rest of the ERP.
Priced lines
Price each item on the enquiry. Line and quotation totals are worked out for you.
Discounts
Give a discount on a line or on the whole quotation and see the effect on the total straight away.
Tax on every line
Each line carries its tax amount, so the quoted total includes GST.
Branded quotation print
Print the quotation with your logo and layout, or save it as a PDF to send.
Print setup and templates
Choose print templates, layout and branding once; every quotation follows them.
Follow-ups beside the quote
The follow-up log stays on the same record, so you can see every conversation about the quote.
Upcoming in Quotations
UpcomingQuotation approvals
UpcomingSend quotations for approval by value, discount or margin, with estimated cost and margin shown only to authorised users.
Quotation revisions
UpcomingKeep every revision with its lines, prices and terms, so you always know which version the customer accepted.
Customer acceptance and PO
UpcomingRecord the customer’s acceptance and purchase order against the exact quotation revision they accepted.
Quotation to sales order
UpcomingCreate sales orders from an accepted quotation, in full or in parts, with quoted prices carried forward and changes flagged for approval.
See Quotations in a guided demo
We will walk through it with your own products, customers and documents.
From enquiry to quotation, without starting again.
The quotation grows out of the lead, so the customer and items are already in place when you price it.
- StepAvailable today
- StepUpcoming
- Not linked yet
The Quotations workflow
- Lead
- Pricing
- Quotation
- Approval (upcoming)
- Customer PO (upcoming)
- Sales Order
- Delivery
- Invoice
Today the order is entered separately, using the same customer and item records. Quotation approval, the customer’s PO and creating the order from the accepted quotation are upcoming. From the order onwards, every document carries its details into the next.
Lead
The enquiry is recorded with the customer, items and quantities.
Pricing
Prices, tax and discounts are added line by line.
Quotation
The priced lead prints as a branded quotation.
Approval
UpcomingQuotations above your limits for value, discount or margin will go for approval.
Customer PO
UpcomingThe customer’s acceptance and purchase order will be recorded against the quotation.
Sales order
When the customer confirms, record the order with the same customer and item records.
Delivery and invoice
From the order onwards, challans and invoices carry the details forward.
Quotations that match the rest of your documents.
Quotations, orders, challans and invoices share the same print setup, so every document a customer receives looks like it came from one business.
- QuotationPriced lead, printed for the customer
- Sales orderOrder print and pending-quantity print
- Delivery challanGoods sent against the order
- Sales invoiceGST invoice built from challans
Diagram of the documents that share your print setup. See them in a guided demo.
What it means for your business
Fewer pricing mistakes
Items come from your catalogue and totals are calculated, not typed.
Quotes that include GST
Tax is on every line, so the quoted total is the total the customer expects.
A professional, consistent look
Every quotation uses your logo and layout, whoever prepares it.
A record of every quote
Quotations stay on the lead, with the follow-ups, for anyone who needs to check them.
Practical guides related to Quotations
- Guide · Sales & CRM
Lead management for small businesses: a simple system that works
How a small business can track enquiries without a heavy CRM: what to record for each lead, how to run follow-ups, and when to close a lead.
6 min read - Article · Sales & CRM
Quotation vs sales order: what each document does
A quotation is an offer; a sales order records what the customer has agreed to buy. How the two differ, what each should contain and how one leads to the other.
5 min read
Quotations: common questions
What is quotation software?
Quotation software prepares priced offers for customers from your item list, with tax and discounts calculated, and prints them in a consistent format. In AYBN ERP the quotation is built from the customer’s enquiry (the lead).
Can I add GST and discounts to a quotation?
Yes. Each line carries its price, discount and tax amount, and the quotation total is calculated for you.
Can I print a quotation with my company logo?
Yes. Quotations print with the logo, layout and template you choose in print setup, and can be saved as a PDF.
Can AYBN ERP convert quotations into sales orders?
Not today. When a customer confirms, the sales order is entered separately, using the same customer and item records. From the order onwards, delivery challans and invoices carry the details forward.
Where do I find a quotation later?
On its lead. The quotation, its priced lines and the follow-up history stay on the same record.
Will quotations support approvals and revisions?
Yes, both are upcoming, together with recording the customer’s PO and creating the sales order from the accepted quotation. Today a quotation is the priced lead, printed for the customer.
See How AYBN ERP Can Connect This Workflow
Bring your sales, inventory, accounting, GST and payments together in one connected ERP.