Quote to invoice with no re-typing
An approved quotation becomes a GST invoice in one click, carrying items, rates and tax across. The win turns into a bill without duplicate data entry.
Invoicing, Finance & Payments
Estimates Quotations Software
Send quotes that convert and become invoices in a click
Build a detailed quotation with the right rates and taxes. Send it to the customer for approval. When the customer says yes, turn it into a GST invoice in one click, no retyping.
192+ teams · 4.8★ · used across 31 industries
Definition
What is Estimates, Quotations & Proposals?
Tired of rebuilding quotes in Excel every time? Quotation and estimate management builds priced quotes and proposals, tracks their approval, and turns the accepted one into an invoice. In CIPHER CRM you assemble line items from your rate card, add GST, send the quote to the customer, and convert an approved quote into a bill in one click.
Estimates, quotations and proposals in CIPHER CRM let you build priced quotes, track their approval, and convert an accepted one into a GST invoice in one click with no re-entry. You assemble line items from your central rate card, apply discounts, and let the system add the correct GST split, producing a clean, branded quotation. You send it to the customer straight from the record, so the quote reaches them while they are still deciding. Every quote moves through draft, sent, approved or lost, and stays on the customer record so pricing history is never lost. When the customer accepts, the quotation becomes a GST invoice carrying the same items, rates and tax, so the bill always matches what was agreed. Salespeople can even build and send a quote from the Android app during a site visit. It is in every plan and rated 4.8 out of 5 by the businesses that use it.
The problem
What happens without Estimates, Quotations & Proposals
- Quotes get built from scratch in Excel every time. Rates drift, taxes go wrong, and two salespeople quote the same item differently.
- A customer approves a quotation, then the whole thing gets retyped as an invoice. Wasted time, fresh errors.
- Nobody knows which quotes are open, which were approved and which went cold. Follow-up is guesswork.
- You email a PDF the customer may never open, with no easy way to say yes from their phone.
- A deal closes and there is no link back to the quote that won it. Pricing history is lost.
Capabilities
What you can do with Estimates, Quotations & Proposals
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Build a priced quote in minutes
Pull line items and rates from your pricing master, apply discounts and GST, and produce a clean, branded quotation. No rebuilding it each time. rate card pricing software →
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Send it for approval without leaving the record
Share the quotation by email straight from the record, with an SMS to tell the customer it is on the way. WhatsApp Business sharing lands in the next release phase. android crm app software →
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Convert an approved quote to an invoice in one click
Once the customer accepts, turn the quotation into a GST invoice with the same items and totals carried over. Nothing gets re-entered. invoice billing software →
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Track every quote through its stages
See which quotations are draft, sent, approved or lost on one list. Open quotes get followed up instead of forgotten. deals opportunity management software →
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Keep pricing history on the customer
Every quote stays on the customer record. You can see what was offered before and quote consistently the next time.
Built India-first
Why Estimates, Quotations & Proposals is better in CIPHER
Unlike generic CRMs, CIPHER builds quotation & estimate management around how Indian businesses actually work - WhatsApp, mobile and local context come as standard.
Rates come from one master
Quotations draw from your central rate card. Prices and discounts stay consistent no matter who builds the quote.
Quote from the field
Salespeople build and send a quotation from the Android app during a site visit. The customer gets pricing while the interest is fresh.
How it works
How Estimates, Quotations & Proposals works in CIPHER CRM
Start from the customer
Open the customer or lead and begin a new quotation against that record.
Add priced line items
Pull products or services from the rate card, apply any discount, and let CIPHER add the GST.
Send for approval
Share the quotation by email so the customer can review and confirm quickly, and log the call if they approve verbally.
Convert on approval
When the customer accepts, turn the quote into a GST invoice in one click with items carried over.
Follow up the rest
Track open quotes on the pipeline and chase the ones still sitting in sent or under review.
In action
Estimates, Quotations & Proposals in action, by industry
- Manufacturing A buyer asks a fabricator to price a custom lot. The quote is built from the rate master with material and labour lines and GST, sent the same day, and once approved it becomes the sales invoice in one click with nothing retyped.
- Construction A builder prices a project as a detailed BOQ with dozens of line items. The estimate pulls agreed rates from the master, adds the right SAC and GST, and the client approves it on their phone instead of chasing a long email thread.
- Consulting A firm sends a scoped proposal with phased fees for a six-month engagement. The client confirms the quotation, and it converts to the first milestone invoice directly, so the pricing the client agreed to is exactly what gets billed.
- E-commerce & Retail A bulk buyer wants a quote for a large wholesale order. The rate card applies the volume tier automatically, the quote goes out same day, and the moment it is accepted it turns into a GST invoice without re-entering a single item.
- Logistics & Transportation A shipper requests rates for a season of movements across lanes. The quotation lists per-route charges with the right SAC codes, is shared for approval, and the accepted version carries straight into billing with no fresh typing.
- Textile A garment brand asks for pricing on a seasonal fabric range at different rates. The quote is assembled from the pricing master with each HSN and rate correct, sent for approval, and converted to an invoice the instant the brand confirms.
Compare
Estimates, Quotations & Proposals: CIPHER vs spreadsheet vs a generic CRM
| What matters | CIPHER CRM | Spreadsheet / manual | Generic CRM |
|---|---|---|---|
| GST-style India billing | Yes | Manual templates | Limited |
| Payment status tracking | Real time | From memory | Varies |
| Payment links on every bill | Built in | No | Extra cost |
| Linked to leads & deals | Yes | No | Separate tool |
| Multi-currency | Yes | Manual maths | Extra cost |
Works with
Estimates, Quotations & Proposals works with the tools you already use
Payment linksEmailSMS gateways
See Estimates, Quotations & Proposals in action
Send quotes that convert and become invoices in a click. Items and rates come straight from the master, so a quotation goes out in minutes instead of being rebuilt in a spreadsheet.
See Estimates, Quotations & Proposals live → Book a demo Why it’s worth it
What Estimates, Quotations & Proposals changes for your business
Quote faster
Items and rates come straight from the master, so a quotation goes out in minutes instead of being rebuilt in a spreadsheet.
Higher win rate on speed
A quote in the buyer's hands while they are still deciding beats one that lands after they have chosen someone else.
Zero re-entry on close
One click turns the approved quote into a GST invoice. No retyping, no fresh errors.
Consistent pricing
Every quote uses the same rate card, so customers get the same price for the same item across your team.
See Estimates, Quotations & Proposals on your own data
Proof
Teams that switched to CIPHER
“Since moving quotation & estimate management into CIPHER, nothing slips through the cracks anymore.”
“Estimates, Quotations & Proposals alone saved our team hours of admin every week.”
FAQ
Estimates, Quotations & Proposals - your questions answered
What is quotation and estimate management in a CRM?
It is the function that builds priced quotes and proposals, tracks their approval, and converts the accepted one into an invoice. In CIPHER CRM you assemble items from your rate card, add GST, send the quote out for approval, and turn an approved quote into a bill without re-entering anything.
How does quotation and estimate management work in CIPHER CRM?
Build a quotation from your pricing master, apply discounts and GST, and send it to the customer for approval. The quote moves through draft, sent and approved stages. Once accepted, it converts to a GST invoice in one click with the same items and totals.
Why do businesses need quotation and estimate management?
Skip it and quotes get rebuilt in Excel with drifting rates, approvals get lost, and every win is retyped as an invoice. A tracked tool gives consistent pricing, quotes that reach the customer the same day, and one-click conversion, so no data is entered twice.
Which CRM has quotation and estimate management for Indian businesses?
CIPHER CRM does. Estimates, quotations and proposals are in every plan, with GST billing and an Android field app built in. It is used by 192+ Indian businesses across 31 industry editions and rated 4.8/5. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Can an approved quote become an invoice?
Yes. When a customer approves a quotation, you convert it to a GST invoice in one click. The items, rates and tax carry over, so there is no retyping and no risk of the invoice differing from what the customer agreed to.
Can I send a quotation over WhatsApp?
WhatsApp Business messaging is planned for the next release phase. Today you share the quotation by email straight from the record, or download it and forward it yourself, and the quote stays on the record so its status and pricing history are always visible to your team.
Do quotations use GST correctly?
They do. Quotations pull rates from your pricing master and apply the correct GST split, so the taxes shown to the customer match the invoice they will receive. No surprises when the approved quote is converted into a bill. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
How soon can we start quoting?
You could be running it by the end of the week. Your rate card, GST details and customers get set up for you, so you can build a proper quotation and have it in front of a customer shortly after.
Glossary
Estimates, Quotations & Proposals terms, defined
- Credit note
- A document that reduces or refunds an amount a customer owes against an earlier invoice.
- Recurring invoice
- An invoice generated automatically on a set schedule, for retainers or subscriptions.
- Receivables
- Money owed to your business by customers for work already delivered.
- Reconciliation
- Matching invoices and payments so your records agree with the bank.
Pairs well with
Features that work with Estimates, Quotations & Proposals
It works best alongside the invoice billing CRM, and like everything in the best CRM software in India, there is no per-feature charge.
The natural next step after this is a CRM with purchase orders, and the two share one record.
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Recurring Invoices & Subscription Billing
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Multi-Currency Support
Invoice overseas clients in their currency, settle in ₹. Learn more →
For your industry
See Estimates, Quotations & Proposals in your industry
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