Custom Quotation Formats & Profiles | Flexible Quotation Templates

Quotationer helps businesses prepare highly flexible and professional quotations using a profile-based quotation system.

Instead of manually editing documents every time, users can create reusable quotation profiles with custom layouts, calculations, branding, terms, signatures, payment information, and document structures.

Generate:

• Normal Quotations
• Quotations with Discount
• Quotations with Tax
• Quotations with Discount & Tax
• Quotations with Product Images
• Custom Quotation Templates
• Industry-Specific Formats

Every business has different quotation requirements. Quotationer allows you to configure multiple quotation profiles with different layouts, fields, terms, calculations, and document structures.

Powerful Quotation Profile System

Quotationer includes an advanced profile-based quotation generation system that helps businesses prepare different quotation formats without manual editing.

Each profile can have its own:

• Layout
• Design
• Pricing Structure
• Terms & Conditions
• Bank Information
• Covering Letter
• Signature
• Currency
• Attachments
• Visibility Settings

This makes quotation preparation faster, more professional, and fully standardized.

Configure Everything Through Profiles

Using quotation profiles, businesses can fully control how quotation documents are generated.

Custom Columns

Select which columns should appear in quotations:

• Item Code
• Description
• Quantity
• Unit
• Rate
• Discount
• Tax
• Total
• Custom Fields

Covering Letters

Add different covering letters for:

• Corporate Customers
• Dealers
• Projects
• International Clients

Bank Details & UPI QR Code

Configure:

• Bank Accounts
• IFSC/SWIFT Details
• UPI QR Codes
• Payment Instructions

Terms & Conditions

Set profile-specific:

• Warranty Terms
• Delivery Terms
• Payment Terms
• Validity Period
• Legal Notes

File Attachments

Attach:

• Product Catalogues
• Technical Datasheets
• Certifications
• Drawings
• Warranty Documents

Custom Tables & Paragraphs

Add:

• Technical Specifications
• Scope of Work
• Service Details
• Additional Notes
• Project Information

Signature & Authorization

Configure:

• Authorized Signatures
• Digital Signatures
• Company Seal
• Designation Details

Currency Settings

Prepare quotations in multiple currencies:

• INR
• USD
• AED
• EUR
• Custom Currency Formats

Visibility Controls

Choose whether to:

• Show or Hide Prices
• Show or Hide Grand Total
• Show or Hide Tax Details
• Show or Hide Address Information

Separate Terms Page

Enable dedicated pages for:

• Terms & Conditions
• Attachments
• Specifications
• Notes

Why Businesses Prefer Profile-Based Quotations

Faster Quotation Preparation

Create complex quotations instantly using preconfigured profiles.

Standardized Business Documents

Maintain consistent quotation formats across teams and branches.

Multiple Formats for Different Customers

Use different templates for:

• Dealers
• Retail Customers
• Government Projects
• International Clients
• Corporate Sales

Reduced Manual Errors

Automated profile settings reduce formatting mistakes and missing information.

Professional Customer Presentation

Deliver well-structured and visually attractive quotations.