Estimate
Capture the proposed quantities, rates and commercial scope.
SALES & BILLING
Quotes & sales orders.
Take a customer from estimate to confirmed order.
Implemented workflow · sample demonstration
DESIGNED AROUND THE ACTUAL WORKQuote QT-018.
Quote QT-018.
Linked order in context.
SAMPLE BUSINESS DATA
QuotationQuote QT-018
Quote value₹10,500
Order quantity7 cartons
StageScope review
| Item | Quantity | Quoted value |
|---|---|---|
| Notebook carton | 5 | ₹6,000 |
| Bottle carton | 2 | ₹4,500 |
| Total · tax excluded | 7 cartons | ₹10,500 |
An estimate records the agreed scope before a sale.
SAMPLE BUSINESS DATA
Linked orderOrder SO-018
Quote value₹10,500
Order quantity7 cartons
StageScope review
| Reference | Next step | Status |
|---|---|---|
| QT-018 | Customer acceptance | Accepted example |
| SO-018 | Reserve agreed items | Order example |
| Invoice | Review before posting | Not issued |
Carry customer and item context forward without entering it again.
Interactive design preview · no live billing backend, AI inference, account creation, uploads or payment. Switching views changes sample content only. Download the original screen design ↗
QUOTES & SALES ORDERS / THE DESIGN LOGIC
Turn an agreement into a traceable order.
Reuse customer and item details, track quote acceptance and carry the agreed scope into an invoice.
Confirm
Carry accepted details into a linked sales order, then review invoicing.
A QUESTION ABOUT QUOTES & SALES ORDERS
Does accepting a quote mean payment was received?
No. Acceptance, fulfilment, invoice posting and payment are separate events.