Create polished quotations, get them approved, send to customers — and convert to Sales Order or Invoice in one click. Your entire pre-sales flow, inside VittaLogic.
| # | Item | Qty | Rate | Disc | GST | Amount |
|---|---|---|---|---|---|---|
| 1 | Solar Panel 500W | 20 | ₹8,500 | 5% | 12% | ₹1,61,700 |
| 2 | Inverter 10KW | 2 | ₹45,000 | 3% | 18% | ₹1,06,380 |
| 3 | Battery 150Ah | 8 | ₹12,000 | — | 28% | ₹1,22,880 |
From first draft to signed deal — VittaLogic handles the entire quotation process with professional output and zero rework.
Build detailed quotations with multiple line items, item descriptions, HSN codes, GST rates, and per-item discounts. Your company logo, address, and GSTIN auto-applied on every quote.
Once a customer confirms — convert the approved quotation to a Sales Order or directly to an Invoice in one click. All items, rates, and discounts carry over automatically. Zero re-entry.
No quotation reaches the customer without going through an internal approval. Manager reviews pricing, discounts, and terms — approves or rejects with a comment. Full audit trail maintained.
Quotation is fully linked to Sales & Invoicing in VittaLogic. Every step flows into the next — no copy-paste, no data loss, no separate tools.
Customer asks for pricing — you create a quotation draft in VittaLogic
Items, rates, discounts, GST, validity date & T&C added
Manager approves pricing and terms before it reaches the customer
Professional PDF generated and shared with customer for review
Customer confirms — one click converts to Sales Order or Invoice
Incorrect pricing, unauthorised discounts, wrong terms — these mistakes cost businesses money. VittaLogic's built-in approval system puts a manager checkpoint on every quotation before it reaches your customer.
Salesperson fills in customer, items, rates, discounts, validity, and T&C. Quotation is saved as Draft — not yet visible to the customer.
Salesperson submits to manager for review. Manager sees the full quotation — items, total value, discounts applied, and validity period.
Manager approves — quotation is ready to PDF and share. Or rejects with a comment — salesperson revises and re-submits. Every action logged.
Approved quotation becomes a professional PDF with your branding, GSTIN, item table, taxes, terms — ready to share with the customer.
Every detail that makes your quotation professional, controlled, and conversion-ready.
Every approved quotation generates a clean, professional PDF with your company details, logo, GSTIN, itemised table with GST breakup, and total value.
Set a validity date on every quotation so pricing is automatically time-bound. Customer and your team both know exactly when the quote expires.
Apply different discount percentages on each line item — common in solar and B2B sales where different products carry different margins.
Add your payment terms, delivery timeline, advance requirement, and warranty clause directly on the quotation. Custom T&C per quote or set a default template.
These features are already planned to make your sales process even faster and more professional.
Share the approved quotation PDF directly via WhatsApp or email from within VittaLogic — no downloading, no switching apps. Customer gets it instantly.
Set a follow-up date when creating a quotation. VittaLogic reminds your sales team to follow up with the customer before the quote expires — so no deal falls through the cracks.
Send customers a secure link to view their quotation online, ask questions, and accept it digitally — no printing, no scanning, no email chains needed.
Request a live demo and see how VittaLogic turns your quotation process into a professional, controlled, and conversion-ready machine.