Question 1

What is a quotation in LEDGERS?

Accepted Answer

A quotation in LEDGERS is a professional pre-sales document used to share pricing with your customer before billing. It includes product or service line items, quantity, unit rates, discount, tax split (CGST/SGST/IGST), payment terms, validity period, and customer details in a branded format so your team can send accurate quotes without manual spreadsheet work.

Question 2

How is a quotation different from an invoice?

Accepted Answer

A quotation is an offer; an invoice is a payment demand for work that is already approved or completed. In LEDGERS, quotations help your sales team close deals faster, while invoices are generated after customer confirmation. Once a quote is accepted, you can convert it to invoice in one click so there is no duplicate typing or tax mismatch.

Question 3

Are LEDGERS quotations GST-compliant for Indian businesses?

Accepted Answer

Yes. LEDGERS calculates taxes using your business and customer state details and applies the correct CGST/SGST/IGST structure automatically. You can map HSN/SAC codes, validate GSTIN for B2B customers, and present subtotal, tax amount, and grand total in a clear format, making your quotation workflow aligned with GST documentation practices.

Question 4

Can I convert an approved quotation into an invoice instantly?

Accepted Answer

Absolutely. Once the customer approves the quote, LEDGERS converts it into a GST invoice with a single click. Item names, quantities, taxes, terms, and customer details are carried forward exactly, which avoids rework and reduces billing errors. The original quotation remains linked so your team keeps a clean audit trail from quote to payment.

Question 5

Can customers approve a quotation online without logging in?

Accepted Answer

Yes. Customers receive a secure link through WhatsApp, email, or SMS and can open the quotation in any browser. They can review line items, taxes, and totals, then accept or reject it without creating a LEDGERS account. You get real-time status updates, so your team knows exactly when to follow up.

Question 6

Does LEDGERS support branded quotation templates?

Accepted Answer

Yes. You can add your logo, brand colors, business details, GSTIN, footer notes, and terms once, and LEDGERS applies them consistently to every quotation. This gives customers a polished first impression and keeps all outbound documents uniform across sales reps and branches.

Question 7

Can I include payment links directly inside a quotation?

Accepted Answer

Yes. Quotations can include payment options so customers can move from approval to payment quickly. Depending on your setup, you can enable UPI, card, net banking, and gateway integrations. This reduces friction after acceptance and helps convert approved quotations into faster collections.

Question 8

How do I share quotations with customers?

Accepted Answer

You can share quotations directly from LEDGERS through WhatsApp, email, or SMS. You can also copy the secure link and send it manually when needed. Every shared quotation is tracked, so your team can see whether it is sent, viewed, accepted, or pending and prioritize follow-ups intelligently.

Question 9

Can I create and manage quotations on mobile devices?

Accepted Answer

Yes. LEDGERS is responsive and works on desktop, tablet, and mobile browsers. You can create, edit, send, and track quotations while traveling or in client meetings, which is especially useful for field sales teams that need to close deals quickly without waiting to return to office.

Question 10

Is there version history if I revise a quotation?

Accepted Answer

Yes. When customers request changes, you can update pricing, terms, or line items and re-share a revised quotation. LEDGERS keeps document history and status transitions so your team always knows which version was shared and which one the customer approved.

Create & Send Professional
Business Quotations

Quotation Flow Designed toMove Deals Forward

Pick Your Customer

Results That Make Quotation Teams More Effective

3×

A Live Feed for Every Customer Action

Everything You Need to Know

Quotation FAQs for Sales and Billing Teams

Create & Send Professional
Business Quotations

Quotation Flow Designed toMove Deals Forward

Pick Your Customer

Results That Make Quotation Teams More Effective

3×

A Live Feed for Every Customer Action

Everything You Need to Know

Quotation FAQs for Sales and Billing Teams

Create & Send ProfessionalBusiness Quotations

Quotation Flow Designed toMove Deals Forward

Pick Your Customer

Results That Make Quotation Teams More Effective

3×

A Live Feed for Every Customer Action

Everything You Need to Know

Quotation FAQs for Sales and Billing Teams

Create & Send ProfessionalBusiness Quotations

Quotation Flow Designed toMove Deals Forward

Pick Your Customer

Results That Make Quotation Teams More Effective

3×

A Live Feed for Every Customer Action

Everything You Need to Know

Quotation FAQs for Sales and Billing Teams

Create & Send Professional
Business Quotations

Create & Send Professional
Business Quotations