Quotation
Create, manage, and convert professional quotations with item-level control, invoice/POS integration, and full customer & financial linking. A powerful tool to streamline your sales workflow.
Key Features
Generate professional quotations with customizable templates
Add products or services with item-level tax and discounts
Link quotes with customers, warehouses, and financial accounts
Convert quotations into invoices or POS with one click
Track quotation status and streamline sales workflows
Efficient and Structured Quotation Creation
The Quotation Add-On helps sales teams create professional and accurate quotations in minutes. With support for assigning templates, categories, and warehouse links, every quote remains organized and easy to manage. This structure reduces manual work, increases team consistency, and minimizes errors. Whether you are quoting for services or products, this add-on provides the flexibility and clarity needed to present pricing with confidence and precision.
Customer, Financial, and Item-Level Control
Deliver detailed quotations with item-by-item breakdowns, including quantities, taxes, prices, and custom descriptions. The system allows discounts at the item level and full tax configuration, giving you complete control over pricing. Every quote is connected to a customer profile and financial account, ensuring that sales records and reporting stay accurate and audit-ready. This feature is ideal for businesses that need both customization and compliance across their sales documentation.
Instant Quote Conversion to Invoice or POS
Once a quotation is approved, convert it instantly into an invoice or a POS entry with no data re-entry. This seamless transition supports better cash flow, faster billing, and reduced turnaround times. The quotation status is tracked throughout the lifecycle, giving your team visibility into pending, approved, or converted quotes. Especially useful for retail, B2B sales, or field service teams—this automation ensures that every opportunity is captured and closed efficiently.
Full Description
Quotation Add-On for Webenoid Webenoid SaaS
The Quotation Add-On simplifies your sales workflow by offering a structured system for creating, managing, and converting sales quotations. Ideal for both products and services, it empowers your team to generate clean, professional quotes with item-level control, tax configuration, and customer linking.
Once approved, quotations can be instantly converted into invoices or Point of Sale transactions, saving time and ensuring consistency. The system also supports categorization, template selection, warehouse assignment, and financial account linking—making it a powerful tool for accurate documentation, smooth sales processing, and strategic business growth.