CRM with quotations
Create GST quotations right from your CRM
A quotation typed into a document template is cut off from the lead it belongs to: nobody knows whether it was opened, when to chase it or what was finally agreed. WTS CRM builds the quotation from the lead or client record, shares it as a link, tells you when it is opened and turns the accepted quote into a GST invoice.
Why quotes go missing
The customer is typed out again
Name, address and GSTIN are copied from a chat into a template, with a fresh chance of a mistake each time.
GST worked out by hand
Someone has to decide between CGST and SGST or IGST, apply the rate to each line and check the total.
No idea whether it was opened
The PDF goes out by email or WhatsApp, and the only way to find out whether it was read is to ask.
Accepted on a call, invoiced from memory
The client says yes, and the invoice is rebuilt later from whichever version of the quote someone can find.
Quotations in WTS CRM
Built from the record
Pick a lead or client and their name, company, address and GSTIN fill in. Add a subject, an introduction, your terms and a validity date.
Line items with GST
Each line has a description, HSN or SAC code, quantity, unit, rate, discount and GST rate. CGST and SGST or IGST are worked out from the place of supply, with an overall discount, extra charges and round-off if you need them.
A link the client can accept
Share the quotation as a link. The client opens it in a browser with no account, prints it or saves it as a PDF, and accepts or declines on the page.
You know when it is opened
The status moves to Viewed, the salesperson gets an email the first time the client opens it, and the follow-up jumps to the top of their queue.
Revisions, not overwrites
Changing a sent quotation creates a new version and keeps the old one, so you can see what was offered at each step.
Quote to invoice
Convert an accepted quotation into a GST invoice with the same line items, then record the advance and later payments. See CRM with invoicing.
Where an accepted quotation ends up
From enquiry to accepted quote
Start from the lead
Open a new quotation on the lead or client. Their details are already filled in.
Add the line items
Services, quantities and rates, each with its code and GST rate. The totals update as you type.
Send the link
Sending gives the quotation its number for the financial year and books a follow-up.
Chase at the right moment
When the client opens it you get an email, which is the best time to call.
Revise if needed
Adjust the scope or price as a new version; the earlier one is kept.
Convert to an invoice
Once accepted, turn it into a GST invoice and record the advance.
What to check in quotation software
Send yourself a real quote during the trial and open it on a phone, because that is how most clients will read it. Then check what happens next: whether you are told it was opened, whether a reminder exists, and whether the accepted quote becomes an invoice without retyping.
- Customer details pulled from the lead or client
- HSN or SAC codes and a GST rate on each line
- The correct CGST and SGST or IGST split
- A link that works on a phone, plus a printable copy
- A clear status: sent, viewed, accepted, declined or expired
- Conversion to an invoice
Limits worth knowing
Accepting a quotation on the link records the client’s approval and the name they gave. It is not a digital signature. If a contract needs one, sign it separately.
WTS CRM creates and tracks quotations and invoices; it is not accounting software, so GST returns and bookkeeping stay with your accountant. A quote at the Proposal stage also shows on the sales pipeline, where stalled ones are flagged.
Who sends quotations this way
Web and creative agencies
Itemised quotes for design, development, hosting and maintenance. See CRM for web development agencies.
Consultants
A fee proposal after discovery, followed by staged invoices. See CRM for consultants.
Service businesses
Quote, win, deliver and bill for the same client. See CRM for service businesses.
Freelancers
Quick quotes from a phone, with a reminder to chase each one. See CRM for freelancers.
What changes when quotes live in the CRM
- Customer details come from the record, so nothing is typed twice.
- GST is worked out on every line, with the right split for the place of supply.
- You know when a quote has been opened, and the chaser is already booked.
- An accepted quotation becomes an invoice without re-entering a single line.
Quotations from ₹999 a month
Quotations, GST invoices and payment records come with Solo at ₹999 a month for one person, with no client limit. Team (₹2,499) adds 5 seats, so each salesperson sends and chases their own quotes. Starter does not include quotations.
Solo
₹999 / month
- One owner workspace
- Unlimited clients and leads
- Projects and task tracking
- Quotations and GST invoices
- Payment records and receivables
- All core CRM features
The trial unlocks every feature for 3 days and asks for no card. Choose a plan only when it ends.
Frequently asked questions
Can I create a GST quotation in WTS CRM?
Yes. Add your GSTIN and business details once in settings; each quotation then works out CGST and SGST or IGST from the place of supply.
Can a client accept a quotation online?
Yes. The client opens the link without an account and can accept or decline on the page. Acceptance is recorded with their name and the time.
Will I know when the client opens it?
Yes. The quotation is marked Viewed, the salesperson gets an email the first time it is opened, and the follow-up moves to now at high priority.
Can I convert a quotation into an invoice?
Yes. An accepted quotation converts into a GST invoice with the same line items, and is then marked Invoiced.
Can I revise a quotation after sending it?
Yes. A revision creates a new version; the earlier one is kept and marked Revised.
Can I send a quotation without GST?
Yes. Switch GST off on the quotation if you are not registered or the work is not taxable.
Is the quotation feature included in Starter?
No. Quotations, invoices and payments are part of Solo, Team and Agency.