Creating a New Quotation

1. Navigate to Quotes

• From the left navigation menu, go to Sales → Quotes, then click + Create.

2. Enter Quotation Details

• Quote No. (Auto-generated or enter manually, if applicable.)

• Quote Date

• Valid Till date

3. Select the Client

• Choose the client from the Billed To dropdown.

• Verify the customer's billing address and GST details.

• Select the Place of Supply.

4. Configure Quote Settings

On the right panel:

• Select the Quote Status (e.g., Draft, Sent).

• Choose the Currency.

• Select the quote type:

• One Time

• Recurring Quote

5. Add Products or Services

• Select an inventory item from the Description dropdown.

• Enter the Quantity and Unit Price.

• Apply Discount, if applicable.

• Enter the HSN/SAC code.

• Verify the applicable GST, CGST, SGST, and CESS values.

• Click Add another Item to include multiple products or services.

6. Add Project (Optional)

If the quotation is related to a project, click Add Project and select the relevant project.

7. Review Totals

SmartLedger.ai automatically calculates:

• Subtotal

• Discount

• CGST

• SGST

• CESS

• Extra Discount (if applicable)

• Grand Total

• Amount Due

8. Save or Create the Quotation

• Click Save as Draft to save the quotation for later editing.

• Click Create Quote to generate the quotation and make it ready for sharing.

Note

• You can edit or update a quotation later if it has not been converted into an invoice or finalized.

• Quotations can be shared with customers via email or downloaded as a PDF for offline sharing.