Quotations & Orders
Send professional quotes, convert them to orders, and turn orders into invoices — one clean flow from enquiry to payment.
From enquiry to paid, without re-typing
A lost quote is a lost deal. When a customer asks for a price, you need a professional, branded quotation in their hands fast — with your items, GST and terms — not a number scribbled on WhatsApp.
Saathi360 turns that quote into the whole sales journey. The moment a customer accepts, the quotation becomes an order, and the order becomes a GST invoice — carrying every item, rate and tax forward automatically. You never type the same thing twice.
Tiered and customer-specific pricing flows through it all, so a wholesale buyer and a retail buyer each see the right rate without you remembering who gets what.
Sound familiar?
The everyday headaches Quotations & Orders makes disappear.
Quotes on WhatsApp notes
No professional quote, no follow-up, lost deals.
Re-typing everything
Quote → order → invoice entered three times.
No visibility
You don't know which quotes are pending or won.
Everything in Quotations & Orders
Professional quotations
Branded, GST-aware quotes with your terms — shareable by link or WhatsApp.
- Branded PDF quotes
- Share link / WhatsApp
- Validity & terms
One-tap convert
Accepted quote becomes an order, then an invoice — no re-typing.
- Quote → order → invoice
- Carries items & pricing
- No double entry
Order tracking
See pending, accepted and fulfilled orders at a glance.
- Status pipeline
- Partial fulfilment
- Linked payments
Tiered pricing
Wholesale/Retail/B2B price groups flow into every quote and order.
- Price groups
- Customer-specific rates
- Discounts
See your pipeline, win more deals
When quotes live in your head and your chat history, you forget to follow up and money walks away. Saathi360 keeps every quotation in a clear pipeline — pending, accepted, fulfilled — so nothing is forgotten and your team knows exactly what to chase.
Convert in one tap, track partial fulfilment, link payments, and watch your conversion improve — all while your stock and books stay perfectly in step.
One module, every option you need
The whole quote-to-cash journey in one place.
Up and running in 4 steps
Make a quote
Pick items & customer.
Share it
Link or WhatsApp.
Convert
To order on accept.
Invoice
Bill & collect.
How Indian businesses use it
Hardware wholesaler
Sends 20 quotes a day; the won ones convert to orders in a tap, and nothing is re-keyed into the invoice.
Furniture maker
Quotes custom jobs with advance terms, converts on acceptance, and tracks partial deliveries to completion.
B2B distributor
Each dealer sees their own negotiated price on every quote, with a clear pipeline of what's pending.
Included in these plans
Not sure which plan? Help me choose →
Common questions
Can I share a quote on WhatsApp?+
Does an accepted quote become an invoice?+
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