The only quotation software in India with live split-screen preview, WhatsApp API send, incoming WA reply alerts, PDF merge, and a full sales pipeline — all from one screen. No app switching. No copy-paste. Ever.
The Problem
Not because of price. Because of process.
5 different tools. 25 minutes. Every single quotation. Your competitor sends one professional document in 5 minutes and looks like a bigger company than you — even if they're not.
"Bhai woh quote bheja tha na — kahan gaya pata hi nahi."
You share your product catalogue on Drive, the quote on email, and a message on WhatsApp. The customer gets confused. Your competitor sends one merged PDF with everything. They get the order.
"Can you send everything in one file please?"
40 open quotes buried across Gmail, WhatsApp, and a notebook. A customer replied on WhatsApp 3 days ago — you missed it. Another quote expired without a follow-up. Both orders gone.
"Woh deal toh gaya — follow up hi nahi hua samay pe."
Time Saved
If your team sends 5 quotes a day, Quotation Pro saves over 2 hours of staff time — daily. That's 40+ hours a month. Every month.
| Task | Manual Process | Quotation Pro |
|---|---|---|
| Create quotation | Open Excel / Word — 3–5 min | Select customer + products — 60 sec |
| Live preview before sending | Not possible | ✓ Real-time split screen |
| GST calculation | Manual — errors common | ✓ Auto IGST / CGST+SGST |
| Generate PDF | Save as PDF — adjust layout — 3 min | ✓ Auto-generated instantly |
| Attach brochure | Separate PDF tool — 3–5 min | ✓ Merged in same window — 10 sec |
| Send email with PDF | Open Gmail — compose — attach — 4 min | ✓ One click from same screen |
| Send WhatsApp | Open WA — copy paste — send — 3 min | ✓ WABA API — same screen — 1 click |
| Track customer reply on WA | Manual check — often missed | ✓ Instant email alert to your inbox |
| Update follow-up tracker | Manual Excel or memory — 4 min | ✓ Auto-logged in pipeline |
| Clone last quote for same customer | Open old file — edit — reformat | ✓ Clone with old or new price — 1 click |
| Total time per quotation | 20–30 minutes | Under 5 minutes |
All Features
As you build the quote, the final PDF preview updates live on the right side of your screen. Change a product, a discount, a GST rate — the quote updates instantly. What you see is exactly what your customer receives.
Every other tool opens WhatsApp manually. Quotation Pro fires an official WhatsApp Business API template message directly to your customer — from inside the app. One click. 100% delivery. No app switching.
When your customer replies to your WhatsApp quote, you instantly receive an email with their message. Never miss a hot reply buried in WhatsApp again. Media files (photos, voice notes) forwarded too.
Upload your company brochure or product catalogue. Quotation Pro merges it with your quote into one professional PDF — in the same window. One file. Everything the customer needs to say yes.
Bundle multiple products under one named package. Select "Starter Machine Kit" and all items auto-load into the quote. Perfect for machinery, equipment, spare part bundles, and combo offers.
Sending a revised quotation to the same customer? Clone any previous quote with one click. Choose to keep old prices or pull fresh prices from your product catalogue. No retyping. No errors.
Drag or click to move line items up and down in your quote. Present your most important products first. Control the visual hierarchy of your quotation exactly as you want it.
Reads your GSTIN and your customer's state automatically. Interstate deal = IGST. Same state = CGST+SGST. Per-product GST rates. Multi-rate GST breakup in the quote. Zero manual calculation.
Every quote tracked — Open, Follow Up, Won, Lost, Pending Rejection, Rejected. Notes, follow-up dates, hint box per quote, pipeline search across all customers and mobile numbers. No separate CRM needed.
Admin password — full access. Staff password — create quotes, request rejections. Action password — required to edit or delete saved data. Your owner controls exactly what staff can and cannot do.
Staff requests rejection → quote goes to Pending Rejection → Admin approves or denies. No quote can be rejected without owner approval. Full audit trail. Your pipeline stays clean and accurate.
Save your most-used email formats as templates. Select a template when composing — subject, body, signature pre-filled. Edit before sending. Consistent, professional emails every time.
Save multiple T&C sets for different product categories or customers. Select at quote time. Always on-brand, always legally consistent — no copying from old quotes.
Maintain different price lists for different customer segments — wholesale, retail, export, dealer. Select the right pricelist per quote. No manual price lookup.
Type a customer's GSTIN — Quotation Pro fetches their legal company name, address, and GST status automatically. No manual typing. No errors from wrong company names on quotes.
Accidentally deleted a quote or customer? Recycle bin holds everything. Restore with one click. No permanent data loss from a staff mistake or accidental delete.
Every Sunday, your customer data is automatically exported and emailed to you. No manual export. No data loss. Sleep easy knowing your business data is safe.
Your database is completely isolated. No shared servers. No other customer can ever see your products, customers, or quotes — not even us, unless you invite support access.
How It Works
We do the entire setup. You walk in and start selling.
Products, GST rates, branding, WhatsApp Business API, email via Brevo, custom subdomain — all configured by us. You don't touch a single line of code.
Select customer, add products or packages, watch the live preview, adjust discount. GST calculated. Quote numbered. Merge your brochure. Done.
Both channels sent from the same screen with one click each. Customer replies on WhatsApp — you get an email alert. Track everything in your pipeline.
Pipeline shows every open quote. Follow-up reminders. Clone and revise quotes instantly. Approval workflow for your team. Nothing falls through the cracks.
Who It's For
Not for: Retail shops, grocery billing, e-commerce, or anyone looking for a free tool. Quotation Pro is a serious business solution for serious business owners.
Pricing
No monthly fees. No per-user charges. No surprise upgrades. One complete solution.
From Year 2: ₹12,500 / year AMC — software updates, new features & priority support
* AMC pricing and all other charges are subject to revision without prior notice. GST @ 18% applicable on all amounts. Custom integrations billed separately.
🤝 Refer a business owner, get up to 1 year AMC free. Every customer you refer who signs up earns you credit towards your next AMC — automatically.
About
JB Service Solutions (India) is a Chennai-based company building the BizKit suite — affordable automation tools for Indian SMEs.
We run manufacturing and trading businesses ourselves. We faced exactly these problems — Excel quotes, WhatsApp juggling, missed follow-ups, GST errors. We built Quotation Pro because we needed it. Then we made it available for businesses like ours.
When you call us for support, you speak to someone who understands your business — not a call centre reading from a script.
We sell solutions, not subscriptions. One price. Complete setup. Long-term relationship.
The Team Behind BizKit & JB Service Solutions (India)