SmartLedger.AI's Quote Management module helps you craft, send, and track professional quotes in minutes. Replace messy spreadsheets and scattered email threads with a single workspace where you can build branded quotes, set validity periods, apply taxes and discounts, and convert approved quotes into invoices with a single click.
Key Capabilities: Drag-and-drop quote builder with reusable line items, branded PDF quotes delivered instantly, real-time status tracking (sent, viewed, accepted, rejected), automatic reminders for pending quotes, and one-click conversion of quotes into invoices.
Your sales team gets faster turnaround, your customers get a polished experience, and your finance team gets clean, connected data from quote to cash.
Keywords: quote management, sales quotes, quotation software, quote to invoice, proposal tracking, sales pipeline, SmartLedger AI, online quoting, business quotes, professional quotes.
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Creating a New Quotation
The Create Quotation feature in SmartLedger.ai allows you to quickly generate professional quotations for your customers. Add customer details, products or services, pricing, taxes, discounts, terms, and attachments in one place. Save quotations as drafts, send them directly to customers, or convert accepted quotations into invoices with a single click, streamlining your sales process from quote to payment.
Convert Quote to Invoice
The Convert Quote to Invoice feature enables you to quickly transform an approved sales quote into a sales invoice without re-entering information. It helps reduce manual effort, minimize errors, and streamline your sales and billing processes.
Creating a purchase order
Raise a purchase order to a vendor before their bill arrives, send it as a PDF, and turn it into a purchase invoice later.
Deducting TDS on a purchase invoice
Deduct income-tax TDS on a vendor's bill for the whole invoice or line by line, see the net payable, and record the TDS when you deposit it.