Quotation billing software for small business to manage sales
Quotation billing software by Catalystk is an integrated solution of invoicing software with quote management to automate quoting and billing processes. The quote invoice software serves as an ideal tool for small business sectors to generate quotations and invoices in less time and enhance the sales workflow. Professional-looking business proposals, GST invoices can be created within minutes with the company logo, images, proposed price, date, custom quote and invoice number, and other business terms. Using the software you can streamline all sales deals, monitor the sales productivity, automate the key sales processes, thereby improving the overall core functionalities of a business enterprise. Catalystk quotation billing software 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 provides quotation invoice software template with options to print, mail GST quotations, invoices with product images, tax amount, tax total, payment terms, etc.
The quoting and billing software for small businesses is integrated with user-friendly, feature-rich quotation and invoice templates. Using the quoting and invoicing software it becomes easier to quote and bill the products/services offered. The software ensures a quick quotation-to-billing process and also provides an email template to share the sales documents instantly with product images, descriptions, discounts, tax amounts, total, payment terms, company logo, letterhead image, digital signatures, additional notes, and many more. Such multiple features streamline and ease order management, thereby helping you to deliver customer requirements on time.Steps to create a quotation using quotation billing 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 billing 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.
Quotation and billing software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- 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
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk invoice and quotation software to analyze and monitor the sales process, sales transactions, projections, and sales reports.
Catalystk quotation and billing software provide a fully integrated sales management system with CRM and inventory tools to analyze potential customers, add customer follow-up reminders, missed follow-up intimation, stock management, monitoring quotation approval status, customer payments, overdue invoices, and other sales transactions. Add-on to this the software provides deal management, produces daily, weekly, and monthly sales projections, and helps you close deals effectively. You can even track and retrieve daily sales reports, profit margin reports, etc.
