Biznify’s Quotation module helps you prepare, send, and manage customer quotations efficiently before confirming sales.
Instantly create quotations with customer info, item details, pricing, and validity.
Define how long the quotation remains valid to ensure timely decisions.
Apply item-wise or overall discounts, VAT, and other charges before finalizing.
Save quotations for later or approve them instantly for faster workflow.
Monitor which quotations are approved, ordered, or still pending.
Yes, if it’s still in draft mode, you can make changes before approval.
You can set a custom validity period when creating the quotation.
Yes, once a quotation is converted to an order, the status updates automatically.
Yes, you can apply discounts on individual line items or the entire quotation.
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