Quotation can be created by simply clicking on create quotation button and fill necessary details. On the other hand once an opportunity is created and the desired product is selected, you can generate a quotation with a single click. The quotation will be automatically saved within the opportunity section for easy access and tracking.

You can set up unique quotation series for each branch, making it easy to distinguish quotations by branch. This setup helps streamline organization and tracking, ensuring that each branch’s quotations are clearly identified and managed separately. With branch-specific series, tracking, reporting, and referencing quotations across multiple locations becomes more efficient.

The quotation is fully customizable to suit your business needs. You can add fields to capture specific details, choose which headings to include in the quotation table, and even add product images. Additionally, you can display a GST breakdown based on different tax rates, making your quotations clear and specific to your requirements.