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Professional Quotations & Proforma Invoices

Win more clients with stunning estimates and proforma invoices. SaralBill helps you draft, manage, and convert your business proposals into final tax invoices with zero effort. Perfect for service providers, wholesalers, and project-based businesses.

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Powerful Proposal Tools

Everything you need to handle the pre-sales pipeline professionally.

Smart Estimations

Create detailed sales proposals with accurate item-wise pricing, GST, and HSN coding.

  • Professional GST-ready formatting
  • Add HSN/SAC codes per item
  • Item-level & overall discounts
  • Automatic tax split (CGST/SGST/IGST)
  • Multi-currency & foreign support

Invoice Magic

Instantly convert your approved quotes and proformas into final GST Tax Invoices.

  • 1-Click "Convert to Invoice"
  • No double-entry of data required
  • Keeps reference to original quote
  • Maintains item and pricing integrity
  • Auto-updates stock on conversion

Advance Proformas

Issue proforma invoices for advance payments before the final delivery of goods or services.

  • Professional Proforma titles
  • Collect partial/full advances
  • Legally sound document format
  • Request payments via UPI links
  • Archive multiple proforma versions

Deadlines & Validity

Set fixed validity periods for your quotes to drive faster decision making and urgency.

  • Automatic "15-Day" validity terms
  • Custom quote expiry dates
  • Alert on expiring proposals
  • Auto-status update (Expired)
  • Private remarks for negotiation

Omnichannel Sharing

Deliver your quotes where your customers are. Share via WhatsApp, Email, or Print.

  • Reach customers on WhatsApp
  • Professional PDF Email delivery
  • QR code for easy download
  • Print A4 Quotes for meetings
  • Custom subject lines for emails

Conversion Analytics

Track your pre-sales pipeline and see how many quotes are converting into real money.

  • Total Projected Revenue stats
  • Quote-to-Invoice conversion rate
  • Track pending/accepted quotes
  • Filter by date or sales person
  • Export full pipeline to Excel
QUOTATION PREVIEW
Quote Preview
✓ Valid for 30 Days
Convert to GST Invoice with 1-Click using SaralBill Intelligence.

Why professional quotes matter?

A quotation is often the first formal document a client receives from you. Make sure it reflects your brand's professionalism and attention to detail.

Brand Identity Add your logo and company color.
Tax Clarity Clear GST & cess calculations.
Easy Approval Clean breakdown of line items.
Digital Trails Full history of sent proposals.

Boost your win rate.

Start creating high-converting quotes today.

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