Quotation Management Software
Professional Quotes in Seconds
Create branded quotations with product details, pricing, taxes & terms. Send via WhatsApp or email. Track which quotes were opened, accepted or rejected
30 minutes per quotation while competitors send theirs in 30 seconds
And every missed deadline costs you a buyer
Slow quotes lose deals. Fast quotes win.
Open Word, type product details, calculate taxes, format, convert to PDF, email. 30 minutes gone. Buyer already got 3 faster quotes
Tax & pricing errors
Manual calculation means wrong tax amounts, wrong discounts, wrong totals. Embarrassing when buyer points it out
No tracking after sending
You sent the quote 5 days ago. Did buyer open it? Read it? Compare it? You have zero visibility. Follow-up timing is a guess
Unprofessional format
Every team member makes quotes differently. No branding, no consistency. Some in Word, some in Excel. Doesn't inspire confidence
Create and Send Professional QUOTATIONS IN MINUTES
Select Products
Pick products from your catalog prices, descriptions & images auto-fill
Customize Quote
Adjust quantities, discounts, taxes & add terms. Auto-calculation handles math
Send in One Click
Share via WhatsApp or email professional branded PDF delivered instantly
Track Response
See if buyer opened the quote, when, how many times follow up at the right moment
Everything You Need to Create WINNING QUOTATIONS
From product selection to customer approval, manage the entire quotation lifecycle from a single platform.
One-Click Quote Generation
Pick products from catalog, quantities auto-calculate quote ready in seconds
Pre-Loaded Product Catalog
All your products with prices, images & descriptions pre-loaded. No retyping
Auto Tax & Discount Calculation
GST, discounts, additional charges all auto-calculated. Zero manual math
Branded Templates
Professional templates with your company logo, colors & terms. Impressive by default
WhatsApp & Email Delivery
One-click send via WhatsApp or email as branded PDF
Quote Tracking
See if buyer opened, viewed, or downloaded. Know exactly when to follow up
The Business Impact of FASTER QUOTATIONS
Speed up your sales cycle with faster quotations, better visibility, and smarter follow-ups
Quotes in Seconds, Not 30 Minutes
Pre-loaded products + auto-calculation = instant professional quotes
Professional Branded Look
Every quote looks polished your brand, your colors, your terms
Track Quote Status
Know when the buyer opened your quote. Follow up at the perfect moment
First to Quote = First to Win
Speed wins in B2B sales. Send quotes before competitors even open Word
Powering WORKFLOWS Across Modules
Sales CRM
Create quotes from deals, leads & opportunities. Convert to invoice in one click
Explore →
Complementary Features You May Need
Create professional quotations, convert them into invoices, track deals, and share them instantly with customers via WhatsApp.
GST Billing
Convert accepted quotes to GST invoices
Lead Management
Send quotes to captured leads
Sales Pipeline
Track quoted deals in your pipeline
WhatsApp API
Share quotes instantly via WhatsApp
FAQ
How quickly can a sales rep create a quotation using Wortal?
In less than a minute. Instead of opening Word or Excel and typing everything from scratch, your reps select the client, pick the products from your digital catalog, and the system automatically fills in prices, taxes, and totals accurately.
Can we customize the look and branding of our quotes?
Yes. You can upload your company logo, choose your brand colors, and add custom terms and conditions or banking details to the footer. Your quotes will look incredibly professional and consistent across your whole team.
What happens when a customer approves a quote? Do we have to recreate it as an invoice?
No, you don’t have to double-type anything. The moment a client says “Yes” to a quotation, you can click a button to instantly convert that exact quote into an active sales order or a final invoice, saving your team tons of time.
Can we track revisions if a customer asks for a discount or changes?
Yes, Wortal handles quote versions cleanly. If a client negotiates and asks for a revised price, you can update the quote while maintaining a history of the original version. This prevents confusion over which price was finally agreed upon.
Can customers view and approve quotes online?
Yes! You can send a secure digital link to your customer via email or WhatsApp. They can open the quote on their phone, review the items, and click a digital “Approve” button on the spot, closing the deal faster for your team.
Real-Time Data. Smarter Decisions. Zero Excel
Free setup · No credit card · Cancel anytime
