Quotations

Create professional quotations in minutes.

Pick from your catalogue or add line items, apply discounts and taxes, set validity, and send a clean quotation the customer can act on. Every version is kept.

Build

From enquiry to sent quotation, without leaving the record.

A quotation starts from an enquiry, so the customer, requirement and conversation are already attached.

folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersReportsSettings

New quotation

ENQ-000125 · Rajesh Kumar
Draft
ItemQtyRateDiscountTaxAmount
2 BHK Premium · 11th floor1₹42,00,000None5%₹42,00,000
Club membership1₹2,50,000None5%₹2,50,000
Parking · slot B1₹5,00,000₹25,0005%₹4,75,000
Possession documentation1₹50,000None18%₹50,000

Totals

Subtotal₹54,80,000
Item discount− ₹25,000
Additional discount (1%)− ₹54,550
Taxable value₹54,00,450
GST₹2,74,800
Grand total₹56,75,250

Quotation details

Valid till15 Oct 2026
Payment terms20% booking, 80% on possession
Delivery8–10 weeks
Prepared byPriya S.
ApprovalManager · pending
Save draftPreviewSend quotation
What you can do

Pricing that matches how you sell.

Folow keeps the arithmetic correct and the customer-facing document clean.

Products & services

Catalogue items, bundles, one-time and recurring lines, with units, HSN/SAC codes and descriptions.

Pricing

Price lists per customer, segment or campaign, with quantity breaks and margin visibility.

Discounts

Item-level and quotation-level discounts, percentage or fixed, with approval thresholds.

Taxes

Multiple tax lines, inclusive or exclusive pricing, and exemptions per customer.

Validity

Set an expiry, get reminded before the quote lapses, and re-issue in one click.

Send quotation

Email with a branded PDF, WhatsApp a summary, or share a secure link the customer can accept.

Quote status

Draft, sent, viewed, negotiating, accepted, rejected or expired, all updated from what the customer actually does.

Revision history

Every version preserved with a side-by-side comparison of what changed and who changed it.

Tracking

Know what happened to the quote.

Sending is not the end of the story. Folow tracks opens, views, downloads and replies, and turns the response into a negotiation.

  • View tracking know when the customer opened and looked at it
  • Accept or decline customers can respond from the link or a signed PDF
  • Auto follow-up if there is no response, the next reminder is already scheduled
  • Conversion to invoice an accepted quote becomes an invoice in one click
  • Quote performance see which templates and price lists convert best
Quotations96 this month · 41% accepted
folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersSettings
QuoteCustomerAmountValid tillStatus
QT-0087Rajesh Kumar₹56,75,25015 OctNegotiating
QT-0086Anita Desai₹2,10,00012 OctSent
QT-0085Northwind₹9,80,000No expiryAccepted
QT-0084Meera Iyer₹1,25,00001 OctExpired
QT-0083Karan Mehta₹80,00028 SepRejected
Sent96
Viewed81
Accepted39
Avg. value₹4.2L
Revision history

Every version. Every change. Nothing lost.

Negotiation happens in revisions. Folow keeps each one, so you always know what was offered, when, and at what price.

QT-0087 · revision history

Rajesh Kumar · ENQ-000125
v3 live
VersionChangeByWhenTotalState
v1Initial quotationPriya S.11 Sep₹59,55,750Superseded
v2Removed 1 parking slotPriya S.12 Sep₹54,63,500Superseded
v31% additional discountPriya S.14 Sep₹56,75,250Live
v4Payment terms revisedPriya S.DraftNot pricedDraft

Customer activity

Opened v314 Sep, 18:02
Downloaded PDF14 Sep, 18:05
Asked for better termsWhatsApp · 15 Sep, 09:40
Follow-up scheduledTomorrow, 10:30

“The quotation took four minutes instead of an afternoon in Excel, and the customer told us it was the clearest one they had received.”

Priya S. · Sales Head, real estate
Template

Branded documents

Add your logo, colours, terms, bank details and signature block. Quotations, invoices and receipts all come from the same template set.

Consistent, without a designer
Can we use our own quotation format?

Yes. Upload your current document as a template and Folow fills in the customer, items, discounts, taxes and totals while keeping your layout.

How are discounts controlled?

Set discount rules per user or role. Anything beyond the threshold needs approval, and the approval is recorded on the quotation.

Can customers accept a quotation online?

Every quote can include a secure link where the customer reviews the full breakdown and accepts or asks a question. The response updates the enquiry automatically.

Does a quotation need to come from an enquiry?

No. You can create a standalone quotation, but starting from an enquiry keeps the full context and the trail back to the original conversation.

Quote faster. Close more.

Join the businesses that turn enquiries into signed quotations the same day.