Product and price lists
Items with HSN or SAC codes, units, tax rates and separate price lists for dealers, distributors and direct buyers.
Stage 3 - Quoted
Quotations with your products, prices and GST in under a minute.
Pick items from your product list, apply discounts within the limits you allow, and Cliverware calculates CGST, SGST or IGST from the place of supply. Send the PDF on WhatsApp or email and see when the buyer opens it.
New leadContactedQuotedNegotiationCopilotWon
Q-1182
Opened 2 timesShree Packaging Pvt Ltd
Attn: Meera Joshi, Purchase
Attn: Meera Joshi, Purchase
| Item | HSN | Qty | Rate | Amount |
|---|---|---|---|---|
| 5-ply box 18×12×10 in | 4819 | 15,000 | ₹19.50 | ₹2,92,500 |
| 3-ply box 12×10×8 in | 4819 | 5,000 | ₹11.00 | ₹55,000 |
Subtotal₹3,47,500
Discount 3%- ₹10,425
CGST 6% + SGST 6%₹40,449
Total per month₹3,77,524
Sent on WhatsApp Sent by emailValid 15 days
Quote Q-1182 sent on WhatsApp and email. 20,000 boxes a month, 5-ply, with GST at 12%.
What Quote Builder does
GST quotations in seconds, tracked when opened.
Automatic GST
CGST and SGST within the state, IGST across states, worked out from your GSTIN and the buyer's place of supply.
Discount approvals
Discounts above a salesperson's limit go to a manager for approval before the quote can be sent.
Send on WhatsApp or email
One click shares a branded PDF with a secure link. No downloading and re-attaching.
Open tracking
See when and how often the quote was viewed, so the follow-up call happens at the right moment.
Revisions kept
Q-1182, Q-1182-R1, Q-1182-R2. Every revision is stored with what changed and who changed it.
How it works
Four steps, no manual work.
- 1
Items added
Search the product list or reuse a past quote for the same customer.
- 2
Taxes calculated
GST, freight, packing and discounts computed line by line.
- 3
Approved
Quotes outside the rules wait for a manager. Everything else goes straight out.
- 4
Shared and tracked
Opened, viewed twice, downloaded: the timeline shows it all.
- Your letterhead, terms and bank details on every PDF
- Quote validity dates with expiry reminders
- Multi-currency quotes for export enquiries
- Convert an accepted quote to a sales order
- Quote numbering series per branch or financial year
- Optional and alternate line items
Questions
About Quote Builder
Yes. The tax type is chosen from your registered state and the place of supply on the quote.
Templates take your logo, letterhead, terms and conditions, signature and bank details.
No. Quote Builder creates quotations and sales orders. Invoices stay in your accounting software.
One deal left on the board
The next deal to close is yours.
Strike off the spreadsheets, the scattered phones and the forgotten follow-ups. Move your team into Won in 14 days, free.
New lead
Enquiries spread across 4 phonesIndiaMART leads in an email folderContacted
Who called this buyer last?Notes in a diary on the bikeQuoted
Quotes rebuilt in Excel every timeGST worked out by handNegotiation
Follow-up forgotten after day 2Buyer went with a faster supplierWonDay 14
READY TO CLOSEScore 99
Your sales team
Plan14-day trial, every feature
UsersYour whole team
CardNot required
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