About Quotationer: Business Software That Adapts to Your Business
Business Software That Adapts to the Way You Work
Quotationer is a configurable business document and business management platform designed to help businesses manage their day-to-day operations from a single application.
Every business works differently. The documents they create, the information they need, the calculations they perform, their approval processes, and their workflows can all vary. Quotationer is designed around this reality.
With Advanced Document Configuration, businesses can create and configure quotations, proforma invoices, invoices, purchase orders, RFQs, delivery notes, packing lists, technical and commercial offers, and other business documents according to their own requirements. Layouts, columns, headers, calculations, custom fields, tables, terms and conditions, document profiles, branding, cover pages, watermarks and other elements can be configured to match the business process.
From Costing to Quotation and Beyond
Quotationer goes beyond document creation.
Businesses can prepare detailed Costing Sheets and Profit Estimates before creating quotations. Product images can be included in quotations, products can be bundled, pricing can be calculated dynamically using configurable parameters, and multiple currencies and tax structures can be supported.
The complete process can then continue through Sales Orders, Invoicing, Delivery, Payments and Accounting.
On the purchasing side, businesses can manage RFQs, RFQ Comparisons, Purchase Orders and Purchase Invoices, while integrated Stock Management and Barcode Management help track products through purchasing, sales, delivery and inventory operations.
Manage the Complete Product Lifecycle
For businesses that sell and maintain products or equipment, Quotationer extends beyond sales.
Installation reports can be dynamically configured with customer, product, accessories, warranty, sales, purchase, department and engineer information. Customer complaints and service tickets can be managed, warranty periods can transition into maintenance contracts, and periodic maintenance and checkups can be scheduled with alerts and email notifications.
This enables businesses to maintain a complete product lifecycle history from purchase and sale through installation, warranty, service and maintenance.
A Modular Platform for Different Businesses
Quotationer brings together:
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Sales & Quotations
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Costing & Profit Estimation
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Purchasing & Procurement
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Inventory & Barcode Management
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Accounts & Finance
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GST/GSTR Reporting
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Service & Maintenance
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Product Lifecycle Management
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Calibration Certificates
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Tender Management
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Task & Organizer Management
Businesses can select the modules they need and expand as their requirements grow.
Built for Different Industries and Business Models
Because documents and workflows can be configured, Quotationer can be adapted to businesses across different industries, including manufacturing, engineering, construction, trading, distribution, medical equipment, electrical and automation, HVAC, fire and safety, solar, machinery, fabrication, service businesses, importers and other product-based businesses.
Whether a business needs a simple quotation workflow or a connected process covering sales, costing, purchasing, inventory, accounting, installation, service and maintenance, Quotationer can be configured around its requirements.
Work From Anywhere
Quotationer is a cloud application accessible through a web browser and can be used across computers, tablets and mobile devices. It is designed to give businesses the flexibility to work from the office, remotely or in the field.
Our Approach
Our goal with Quotationer is simple:
Businesses should not have to change the way they work just because their software has fixed formats and processes.
Quotationer is built to give businesses the flexibility to configure their documents, processes and modules around the way they actually operate.
Quotationer — Business software that adapts to your business.