Quotations
Quotation Software That Converts Quotes to Invoices
Quotation software earns its keep on the day the customer says yes. In TripleBill a quotation has the same items, prices and GST as an invoice, goes out as a link or PDF, and becomes the invoice in one click. Nothing is retyped, and nothing touches stock or the books until it is a real sale.
GSTIN 29ABCDE1234F1Z5
TAX INVOICE
#1045
14 Apr 2026
Bill To
ABC Traders
Bengaluru, Karnataka
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Aashirvaad Atta 5kg | 2 | ₹262 | ₹524 |
| Amul Taaza Milk 500ml | 1 | ₹28 | ₹28 |
| Britannia Bread | 3 | ₹50 | ₹150 |
A quotation that looks like the invoice will
Pick the customer, add items from your catalog or type lines, and the rates, HSN codes, GST and discounts fill in exactly as they would on an invoice. Add a validity date and your terms. The quotation goes out as a PDF with your logo or a share link the customer opens on the phone.
Because a quotation is not a sale, it does not reduce stock or post to the books. You can raise ten versions for a contractor without the stock report moving.
- Same items, rates, HSN and GST as an invoice
- Validity date and terms
- PDF and share link
- No effect on stock or books
Track the answer
Mark a quotation Accepted or Declined. The quotations list and the quotations report show what is open, what was won and what was lost, so you know which ₹2 lakh quote to follow up this week.
Yes becomes an invoice in one click
| Document | Converts to |
|---|---|
| Quotation | Invoice |
| Sale order (agreed order with a delivery date) | Delivery challan or invoice |
| Delivery challan (goods before the bill) | Invoice |
When goods must leave before the bill, record the agreed order as a sale order, then convert it to a delivery challan for the load.
A worked example: an electrical contractor's quote
An electrical shop quotes a builder for a flat: 18 rolls of 1.5 sq mm wire at ₹1,450, 6 rolls of 2.5 sq mm at ₹2,250, 40 modular switches at ₹85 and 2 distribution boards at ₹2,600 — ₹53,500 before GST, valid 15 days. The builder asks for the switches to be changed to a cheaper range; the shop duplicates the quotation, edits one line and sends version two at ₹51,700.
Nine days later the builder agrees. The material goes in two loads, so the shop records each load as a sale order, converts the first to a delivery challan when it leaves, and the challan to an invoice when it is accepted. The quote and the final bills carry the same rates.
Sample figures.
Need just one quote?
For a one-off quotation without signing up, the free Quotation Maker under Tools runs in the browser and prints to PDF. Use TripleBill when you quote every week and want quotes to turn into invoices.
Quotation, sale order, proforma or challan?
A quotation is a price offer; it changes nothing. A sale order records an agreed order with a delivery date, for goods you will deliver later. A proforma invoice asks for an advance and shows the customer what the final bill will be, without touching your books. A delivery challan sends goods before the bill, with the vehicle and transporter. The invoice is the sale: stock moves, GST is due and the customer owes you.
Each of these converts forward, so the lines you typed on the quotation are the lines on the final invoice.
- Quotation: price offer
- Sale order: agreed order with a delivery date
- Proforma: advance request
- Challan: goods before the bill
- Invoice: the sale
What it does not do (yet)
- Online acceptance — the customer tells you, and you mark it accepted
- Automatic follow-up reminders before the validity date ends
- Optional lines that the customer ticks on the share page
How to turn a quotation into an invoice in TripleBill
- 1
Create the quotation
Open Sales → Quotations → New, pick the customer, add items with rates and GST, and set a validity date.
- 2
Share it
Send the share link on WhatsApp or email, or download the PDF with your logo and terms.
- 3
Revise if needed
Duplicate the quotation to make a second version, change the lines and send it again.
- 4
Convert on yes
Mark it accepted and convert it to an invoice; if goods go before the bill, use a sale order and a delivery challan.
Frequently asked questions
Does a quotation reduce stock?
No. Quotations do not touch stock or the books; only the invoice (or the challan when invoiced) does.
Can a quotation become a delivery challan?
A quotation converts to an invoice. When goods leave before the bill, record the order as a sale order, which converts to a delivery challan and then to an invoice.
Can I add GST to a quotation?
Yes. Rates, HSN codes and GST are worked out exactly as on an invoice.
Can I mark quotes as won or lost?
Yes. Mark them Accepted or Declined; the quotations report lists them by status.
Can the customer open it on the phone?
Yes. The share link opens in any phone browser with a PDF download.
Can I set how long a quotation is valid?
Yes. Each quotation carries a validity date, shown on the PDF and the share link.
Can I bill a quotation partly?
Convert the quotation to an invoice and edit the lines before you issue it, removing what the customer did not take.
Is quotation software free?
Not free, but you can try it free: every new business gets a 7-day free trial with everything unlocked. After that, quotations, GST reports and purchases are on the Starter plan (₹299/month, ₹2,999/year or ₹6,999 for 3 years).
Related
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