Online quote and invoice system for small business enterprises
Catalystk offers an online quote and invoice system which is a web-based software application for small business traders to systemize and enhance the sales process. The online software tool is an integration of quotation software and invoice software into a single system. It is embedded with professional sales quotation and invoice templates that allow salespersons to quote products and issue invoices to clients in less time while maintaining data accuracy. With an easy-to-use interface and multiple business growth tools, the software accelerates the sales workflow and serves as a complete automation solution for businesses to monitor and track daily sales and distribution activities. Using the template you can quickly generate and share GST compliant sales documents such as quotations, proforma invoices, sales orders, delivery challan, and tax invoices. The system provides a complete view of the daily process with useful business insights and reports. Catalystk online quote and invoice system is an integration of Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk is integrated with templates to mail quotation and invoice PDF with images, company letterhead, footers, and additional data.
Using the online quote and invoice software, salespersons can create and share sales quotations with just a few clicks. It is embedded with a template that allows businesses to work remotely and mail quotations with attachments using the same software platform. Quotations can be shared with more personalized and customized information such as company logo, authorized signatures, product images, descriptions, notes, custom data, unique quotation numbers, custom terms, and conditions, headers, footers, and many more. The software serves as an ideal tool to automate workflows, monitor quotation approvals, revise quotes, and generate tax invoices of approved quotations and sales orders.Steps to create a quotation using quotation software:
- Click the side menu option of "Home" and then click the "Quotation" tab.
- Click "New Quotation" -> Enter the customer, product details -> Click "save" to generate a quotation.
- Open any existing quotation -> Use the "print", "download" and "mail" options to send the quotation to the customer.
Steps to convert a quotation into a tax invoice using quotation and invoice software:
- In the "Invoice" tab click "New Invoice" -> Enter the quotation number in the search options provided.
- Click "Save" to generate an invoice from the existing quotation.
Online quote and invoice system features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- Quotation Follow-ups
- Missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice with tax
- Return Received
- Automated Sales Order, Invoice mailing system
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Reports
Catalystk quote and invoice maker with built-in CRM tools to monitor quotation approvals, sales projections, transactions and retrieve sales reports.
Catalystk online quotation and invoice software provides built-in CRM tools along with quoting and invoicing features. It is a fully integrated sales management system that eases customer management, helps businesses analyze leads, prospects, track sales projections, and close sales deals efficiently. With the enhanced features you can manage leads, set daily customer follow-ups, track missed follow-ups, log conversations, assign and set targets for the sales team, monitor quotation approval status, etc. Furthermore, you can log payment details against invoices, manage sales transactions, accounts, ledgers, track pending amounts, and other expenses. You can download daily, weekly, monthly and yearly quotations, invoices, and sales reports in excel format.
