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Quotation

Streamline Your Quotes

The quotation process doesn't have to be difficult. Effortlessly create and manage quotes in a few clicks.

Find the right fit for your business
Capterra
(4.8)
Software Advice
(4.8)

Quotes Made Easy

Select the contact, product, quantity, and price. Click Save. You have created your quote. Then create an email in the system. Preview your quote. If everything looks correct, press send. It's that simple.

Know the Quote Status at a Glance

Keep tabs on the progress of your product delivery with statuses for Fulfilled, Partial, and Unfulfilled. Stay informed and make the right decision.

Multicurrency Quotes, No Problem

You can select and update the quote currency to what you require. Once updated, the price of the product will automatically be changed based on the exchange rate. You can default the customer currency so that you do not need to input it every time. You can activate or deactivate the currencies. Only see what you require.

Easily Convert Your Quote into an Invoice

Create invoices directly from the quote. In a click, the system will convert your quote into an invoice, automatically recording into your accounts receivable. Will save you time and avoid errors.

Delivery You Quotes the Way You Want

When you want to deliver your quote, based on the business, you want to have options. We give those options. You can send out the product directly, you can use the drop ship method, or you can pick, pack, and ship your products. The choice is yours.

Create Quotes on the Go

You no longer need to call someone or go back to the office to create a Quote. Create a Quote directly from your mobile phone, saving you time and effort.

Know What They Owe You

You can see what the customer owes you and what you own them from the contacts screen. You can also see a summary and a detailed view of your age receivables, which can help you in deciding on whether or not to offer them a quote or requesting the customer to make payment.

See Your Sales at a Glance

On the dashboard, you can see the amount paid, outstanding, due soon, and overdue. Filter out by different periods. If everything looks correct, then great, but if anything looks weird, you can drill down by clicking view invoices.

Easily Change the Quotation Templates

You can easily create your quotation template by downloading our template, making changes to it in Word, and reuploading it. Our field place holder will populate the data. We give you the flexibility of Word to design your template but the control to make sure the data is the same as the system.

Connect Your Applications Easily

Deskera allows you to easily connect your existing applications via Zapier in a matter of minutes. Connect to over 2000+ existing applications and automate your entire workflow.If you want to automate using an application not available on Zapier, check out our App Store or use Deskera APIs.

What our Customers Say About Us

Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.

At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.

Wesley Wright

CEO, GoDo Life

We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.

Wally Mears

CEO, The Jungle

We implemented Deskera's integrated platform to improve our procurement and inventory management processes to streamline our operations and improve efficiencies. I highly recommend their platform to any company looking to accelerate their growth.

Scott Phetsalod

Laboratory Manager

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Frequently Asked Questions

Can I create Quotations on the go?
Yes, Deskera mobile app lets you create a quotation on the go. Click the links below for more info. Creating Quotation in mobile app
Can I customize the look and feel of quotation templates?
Yes, Deskera Books lets you customize the look and feel of the quotation template with the document designer feature. Click the link below for more info.How to use document designer.
Can I email my quotation to my customer?
You can email the quotation to your customer.
Can I convert a quotation to a invoice in Deskera Books?
Yes, you can convert a quotation to an invoice in Deskera Books.

Run Your Business With Deskera

What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?

Find the right fit for your business
Deskera

Books

ERP,Books,Invoice,Quotes,Purchase orders,Bills,Inventory management,Chart of accounts,Credit,Debit notes,Custom fields,Expense,Online Invoice Payments,Multi-Currency

CRM

CRM,Contacts,Deal Stages,Sales pipelines,Roles management,Helpdesk,Email campaigns,Conversion Funnels,Marketing Automation,Activity Management,Build Landing Pages,Lead Forms

People

HR Software,Run payroll,Submit claims and expenses,Manage leave and time-offs,Hiring Management

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRM

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Deskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Resources

GDPR

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRMDeskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Industries we serve

CafesShopify sellerFranchiseseCommerce

-

Creative agenciesManufacturingTourismIT resellers

-

RetailRegional businessesStartups

-

Wholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourism

-

IT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agencies

-

ManufacturingTourismIT resellersRetailRegional businesses

-

StartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare
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