Quote and invoice software for small business to streamline sales

Catalystk provides quotation and invoice software to generate sales documents with product images, logos, custom terms & conditions in multiple file formats.

The invoice quote software small business by Catalystk is embedded with an invoice quote template that allows you to generate quotations, invoices with custom data in different file formats. Some of the options include adding product images, logo, notes, discounts, terms, and conditions, etc. Furthermore, you can customize the product information and generate quotes with product grouping, group total, disable quotation total, enable/disable print columns, and many more. Quotes can be created and saved with an auto-generated custom quotation number. Customer negotiations being an essential part of the sales process can be managed efficiently. With the quote invoice software, revising a quote is just a click away and you can instantly mail and send all the quotes, invoices in formats like pdf, letterhead, and small print. Also, you can retrieve all the quotation, invoice data in excel format.

Free invoice quotation 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 offers invoice and quote software for small business with features to track, assign, and followup quotations to increase sales conversion. 

Catalystk offers one of the best quote and invoice software that provides the best solution to enhance the sales process and increase sales revenue. It is integrated with CRM features to get easy access to customer data, manage leads, prospects, follow-up customers, accelerate sales deals, track customer status, etc. The software helps the sales team to set follow-up reminders, track the quote status and easily convert quotes into sales orders, tax invoices. It is a business growth software integrated with tools for inventory management, manage customer orders, track dispatch, generate quotations, invoices and record customer payments.

Steps to create a quotation using quotation invoice software:

1. Click the side menu option of "Home" and then click the "quotation" tab.

2. Click "New Quotation" -> Enter the customer, product details -> Click "save" to generate a quotation.

2. Open any existing quotation -> use the "print", "mail" options to send the quotation to the customer.

Steps to convert a quotation into a tax invoice using quotation invoice software:

1. In the "invoice" tab click new invoice -> Enter the quotation number in the search options provided.

2. Click "save" to generate an invoice from the existing quotation.