The only quotation software in India with live split-screen preview, WhatsApp API send, incoming reply alerts, PDF merge, and a full sales pipeline — all from one screen. No app switching. No copy-paste. Ever.
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.
You share your 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.
40 open quotes buried across Gmail, WhatsApp, and a notebook. A customer replied on WhatsApp 3 days ago — you missed it. Both orders gone.
If your team sends 5 quotes a day, Quotation Pro saves over 2 hours of staff time daily. That's 40+ hours a 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 |
| Clone last quote for customer | Open old file, edit, reformat | ✓ Clone with old or new price — 1 click |
| Total time per quotation | 20–30 minutes | Under 5 minutes |
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.
Every other tool opens WhatsApp manually. Quotation Pro fires an official WhatsApp Business API template message directly from inside the app. One click. 100% delivery.
When your customer replies to your WhatsApp quote, you instantly receive an email with their message. Media files forwarded too.
Upload your company brochure or catalogue. Quotation Pro merges it with your quote into one professional PDF in the same window.
Bundle multiple products under one named package. Select "Starter Machine Kit" and all items auto-load into the quote.
Sending a revised quotation to the same customer? Clone any previous quote with one click. Keep old prices or pull fresh ones.
Drag or click to move line items up and down in your quote. Present your most important products first.
Reads your GSTIN and your customer's state automatically. Interstate = IGST, same state = CGST+SGST. Zero manual calculation.
Every quote tracked — Open, Follow Up, Won, Lost, Pending Rejection, Rejected. Notes, follow-up dates, pipeline search. No separate CRM needed.
Admin password — full access. Staff password — create quotes. Action password — required to edit or delete saved data.
Staff requests rejection → quote goes to Pending Rejection → admin approves or denies. Full audit trail.
Save your most-used email formats as templates. Subject, body and signature pre-filled, editable before sending.
Save multiple T&C sets for different product categories or customers. Select at quote time — always on-brand.
Maintain different price lists for different customer segments — wholesale, retail, export, dealer.
Type a customer's GSTIN — Quotation Pro fetches their legal company name, address, and GST status automatically.
Accidentally deleted a quote or customer? Recycle bin holds everything, restore with one click.
Every Sunday, your customer data is automatically exported and emailed to you. No manual export, no data loss.
Your database is completely isolated. No other customer can ever see your products, customers, or quotes.
We do the entire setup. You walk in and start selling.
No monthly fees. No per-user charges. No surprise upgrades. One complete solution.
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.
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.