Connected Quotation Engine

Create Professional Quotations Without Spreadsheet Rework.

Generate itemized sales quotes linked directly to customer records, calculate accurate GST breakdowns and discounts, and download branded, print-ready PDFs from a single connected workspace.

Guided workspace onboarding • Operational support included • Live walkthrough available

Sample Quotation Console • Sample Workspace Data
Draft • Valid for 30 Days
Customer / Bill To
Apex Industrial Infrastructure Ltd.
GSTIN: 27AAACA1234A1Z5
Andheri East, Mumbai, Maharashtra
Quotation Details
Quote #: QT-2026-0842
Date: 12 Oct 2026
Valid Till: 11 Nov 2026
CRM Linkage & Status
Deal #DL-4029 (Commercial Expansion)
Assignee: Rohan Sharma (Sales)
# Item Description & Specification HSN Code Qty Unit Rate (₹) GST % Total (₹)
1 Architectural Aluminum Extrusion Profiles Alloy 6063-T6, Anodized Bronze Finish 76042100 450 kg 280.00 18% 1,48,680.00
2 Custom Double-Glazed Acoustic Units 6mm Toughened + 12mm Argon + 6mm Clear 70052900 12 units 8,500.00 18% 1,20,360.00
3 Structural Heavy-Duty Hardware & Bracket Set Grade 304 Stainless Steel Anchors and Fasteners 83024100 24 sets 1,250.00 18% 35,400.00
Terms & Bank Remittance (Configured)
Payment: 50% Advance with Purchase Order, balance on dispatch.
State Tax Rule: Maharashtra (Intra-state CGST 9% + SGST 9%).
Bank Account Details pre-configured in workspace settings.
Gross Subtotal: ₹2,58,000.00
Special Project Discount (5%): -₹12,900.00
Net Taxable Base Value: ₹2,45,100.00
Central GST (CGST 9%): ₹22,059.00
State GST (SGST 9%): ₹22,059.00
Total Quotation Amount: ₹2,89,218.00
GST Tax Breakdown • Standard Branded Layout
Download PDF Save Quotation
Core Capabilities

Accurate Estimates and Clean Documents for Fast-Moving Sales Teams

Pravyon connects quotation generation directly to customer data and product catalogs, eliminating fragmented spreadsheets and manual pricing errors.

Customer Records & CRM Deal Linkage

Stop copying client addresses and tax registration numbers across disparate tools. Link quotations directly to CRM deals or select existing accounts from your customer directory.

  • Direct CRM Ingestion: Spawn quotes straight from active lead cards without re-typing prospect contact details.
  • Dual Address Structure: Maintain separate billing and shipping addresses for commercial project sites.
  • Verified GSTIN Storage: Associate tax identifiers to customer profiles to ensure billing and tax accuracy.
Linked Account Record Active Customer
Company Name Metro Infrastructure Pvt. Ltd.
GSTIN 07AAACM4421B1Z3
Contact Person Amit Verma (+91 98110-XXXXX)
State / Place of Supply Delhi (07)
Customer profile linked to Quote #QT-2026-0842
Itemized Price Breakdown 3 Items Added
Custom Mild Steel Fabrication Truss
HSN: 73089090 • Qty: 8 units @ ₹14,200.00
₹1,13,600.00
Industrial Powder Coating Service
HSN: 998898 • Qty: 1 Job @ ₹18,500.00
₹18,500.00
Adjust Discount: -₹6,605.00 (5%)

Itemized Products, Rates & Discounts

Build clear, line-item quotations containing standard catalog products or custom project items with precise descriptions, HSN classifications, and unit rates.

  • HSN / SAC Code Recording: Ensure every item carries the appropriate classification code for tax reporting.
  • Transparent Discount Controls: Apply commercial volume discounts at either line-item or overall quotation level.
  • Product-Specific Quantities and Rates: Specify precise item quantities, unit rates, and pricing structures per catalog or custom line item.

Multi-Rate GST & Tax Logic

Eliminate manual GST computation errors. Pravyon dynamically applies tax rules based on transaction geography and statutory tax rates.

  • Intra vs Inter-State Tax Routing: Automatically determines CGST + SGST vs IGST based on billing location.
  • Multi-Rate Item Handling: Combine items with varying GST slabs (0%, 5%, 12%, 18%, 28%) in the same quotation document.
  • Transparent Tax Summary: Displays exact taxable base amounts and individual tax component values.
GST Breakdown Analysis IGST (Inter-State)
Total Taxable Amount: ₹1,25,495.00
Integrated GST (IGST @ 18%): ₹22,589.10
Round-Off Adjustment: -₹0.10
Invoice Net Payable: ₹1,48,084.00
Branded Document Layout Ready for Download
Included In Generated PDF:
Configured company logo & header
Corporate GSTIN, contact numbers, and website
NEFT/RTGS bank account & IFSC details
Configured terms, conditions & validity text

Standardized Branded PDF Output

Present a credible, professional image to corporate clients. Generate standardized PDF quotation documents with your branding, terms, and payment details in a single click.

  • Company Identity Header: Display configured corporate logo, verified address, and contact lines consistently.
  • Configured Payment Instructions: Include bank accounts, branch IFSC, and remittance directions.
  • Configured Validity & Terms: Include configured validity periods, warranty notes, and delivery terms.
Connected Lifecycle

The Connected Sales & Quotation Journey

Follow your deals from initial inquiry through estimation, client review, and final order progression without duplicated data entry.

1

Capture Inquiry

Capture buyer inquiries through CRM leads, webhooks, or existing client directory records.

2

Itemize Products

Select catalog items, specify quantities, input custom rates, and assign appropriate HSN codes.

3

Apply Taxes & Terms

Automated tax logic computes CGST/SGST or IGST, applies discounts, and embeds company terms.

4

Export Branded PDF

Download print-ready PDF quotations featuring corporate identity and payment remittance details.

5

Convert to Order

Approved quotes transition out of draft to create downstream order records and fulfillment tracking.

Unified Sales Pipeline

Quotations Born Directly from Your Sales Pipeline

In Pravyon, quotations aren't isolated documents saved on local desktops. Every quote is attached to its originating lead and customer relationship in your CRM, maintaining pricing history and deal visibility across your entire team.

Questions & Answers

Frequently Asked Questions About Pravyon Quotations

Factual details regarding pricing calculations, document branding, and CRM connectivity.

How does Pravyon handle GST calculations on quotations?

Pravyon evaluates the customer state location against your company location to automatically calculate intra-state (CGST + SGST) or inter-state (IGST) tax amounts per line item, with accurate taxable base summaries.

Can quotations be linked directly to CRM leads and customer records?

Yes. When creating a quotation, you can link it directly to an active lead or existing customer profile. Customer contact information, company name, GSTIN, and billing address details populate directly from the linked customer record.

Does Pravyon generate print-ready branded PDF documents?

Yes. Pravyon compiles clean, standardized PDFs featuring your configured company logo, contact details, GSTIN, bank remittance details, itemized tables, and pre-populated terms and conditions.

What happens when a quotation is approved by the client?

When marked as Approved, the quotation transitions out of draft status to create a downstream order record, preserving all line items, quantities, and agreed pricing snapshots.

Can we configure default terms and conditions and bank details on quotes?

Yes. Your workspace settings allow you to configure default payment terms, validity periods, delivery timelines, and bank remittance details that appear consistently on every generated quote.

Ready to Build Accurate, Professional Quotations?

Create structured sales quotations, calculate applicable taxes, and keep customer pricing workflows connected with Pravyon.

Guided workspace onboarding • Operational support included • Live walkthrough available