Create & Manage Sales Quotations Easily
Biznify’s Quotation module helps you prepare, send, and manage customer quotations efficiently before confirming sales.
How it works
How Quotation Module Works?
Quotation Creation
Instantly create quotations with customer info, item details, pricing, and validity.
Set Validity Dates
Define how long the quotation remains valid to ensure timely decisions.
Add Discount & Charges
Apply item-wise or overall discounts, VAT, and other charges before finalizing.
Save as Draft or Approved
Save quotations for later or approve them instantly for faster workflow.
Track Status
Monitor which quotations are approved, ordered, or still pending.
Questions
Frequently Asked Questions
Can I edit a quotation after saving?
Yes, if it’s still in draft mode, you can make changes before approval.
How long is a quotation valid?
You can set a custom validity period when creating the quotation.
Does the system auto-update order status from a quotation?
Yes, once a quotation is converted to an order, the status updates automatically.
Can I apply discounts to specific items?
Yes, you can apply discounts on individual line items or the entire quotation.