Quotation

Create professional quotations with Run On Web—share itemized pricing, taxes, and terms in minutes, then convert approved quotes into sale, order or invoices seamlessly.


Build Accurate Quotations Effortlessly

Prepare clear, itemized quotes with automatic totals, taxes, and discounts—no payment fields required.

Want to understand the Quotations Module in detail? Download the full documentation below:

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Why Use Our Quotation Module?

1. Centralized Quotation Data

Keep all quotations organized in one place—track versions, customer communications, and approval status with ease.

2. Efficient Tracking and Reporting

Monitor quote performance with real-time status (Draft / Sent / Approved / Rejected) and conversion rate analytics.


Create a New Quotation in 3 Simple Steps

1. Click the "New Quotation" Button

Start by selecting the "New Quotation" button to begin the process.

2. Choose Customer & Enter Product Details

Select your customer and add products with price, quantity, discounts, and taxes.

3. Save & Share the Quote

Save the quote and instantly generate a professional PDF ready to print or share. Convert to sale, order or invoice when approved.

Quotation Dashboard


quotation list

Overview

The Quotations Dashboard offers a complete view of all quotes. Quickly search, filter, and track their status—Draft, Sent, Approved, or Rejected.

Key Features

  1. Quotation Table

    • Displays a detailed list of all quotations.

    • Columns include: Products Quantity, Date, Quote Number, Customer Name, Quote By, Quote Status, Total Amount, and Validity.

    • Sort and filter by customer, quote number, quote by, status, and date.

  2. Search and Filter Options

    • Find specific quotations using powerful search and filters.

    • Filter by customer, quote number, quote by, status, and date.

  3. Export Quotations

    • Export quotation reports as CSV.

    • Print or share for client approval.

  4. Print/Share Quotes

    • Generate and print professional quotations from the list.

    • Includes items, quantity, taxes, discounts, terms & conditions, validity, and total.

    • Send via email/WhatsApp directly (if enabled).

  5. Navigation to Create Quotation

    • A prominent New Quotation button redirects to the quotation form.

New Quotation Creation

Overview

The New Quotation page is optimized for fast, accurate quote entry. Capture all pricing details without payment or due-date fields.

Key Features

  1. Quotation Entry Form

    • Quotation Date
    • Quotation By
    • Customer Name (Shows customer notes or tags if available.)
    • Products (Select products from the dropdown or search by category)
      • Variants (Select variant)
      • Unit
      • Quantity
      • Purchase Cost (optional)
      • Sale Price
      • Amount
      • Discount (Product-level discount)
      • Tax
      • Total Amount
      • Tax Exempt (If checked, the product’s tax will be excluded from totals.)
    • Loading, Unloading and Transport Charge
    • Discount

    • Round Off (You can round off the total amount by selecting increase or decrease.)

    • Notes
    • Total Amount

    • Real-time validation for required fields and item-level calculations.

    2.
    quotation form

  2. Automatic Tax Calculation

    • Automatically calculates item-wise tax based on product and quantity.

    • Shows total tax amount included in grand total.

  3. Calculation Assistance

    • Automatically computes totals from item price, quantity, discounts, loading and transport charges.

    • Round-off support for final amount.

    • No payment fields: No Due Date, Payment Type, or Amount Received in a quotation.

  4. User-Friendly Design

    • Clean layout for fast data entry.

    • Dropdowns and auto-suggestions for Product and Customer.

    • Create quotations by scanning Product QR Code (if enabled).

  5. Save, Share & Convert

    • Save quotations with a single click.

    • Share or print immediately for client review.

    • Convert approved quotations into sale, order or invoices in one step.

  6. Edit or Update Quotes

    • Modify quote details anytime before conversion to invoice.

    • Version control via revision numbers (e.g., QTN-001 v2).

    • Changes are reflected instantly across the system.

Overall Features of the Quotations Module

  1. Comprehensive Quotation Management

    • Create, track, and manage all quotations including items, customer, validity, status, and totals.

    • Centralized repository for quick access and analysis.

  2. Automated Calculations

    • Auto-calculate line totals, discounts, taxes, and grand total.

    • Reduce manual errors and speed up quoting.

  3. Print/Share Quotes

    • Generate print-ready quotation with logo and custom templates.

    • Show items, quantities, taxes, discount, terms & conditions, validity, and total.

    • Share digitally for quick client approval.

    4.  quotation preview
    quotation status

  4. Seamless Data Export

    • Export quotations in CSV for reporting and sharing.

  5. Real-Time Insights

    • Track sent, approved, and rejected quotes at a glance.

    • Monitor conversion rate from quotation to invoice.

    • Identify top quoted items and customer trends.

    6.

Your Business Growth Partner

Our quotation module helps you win more deals with clear, accurate pricing—and convert approvals to invoices in one click.