Sales Pipeline
Deal Stage Overview
Revenue
Revenue Trend
Categories
Quote Mix
Lead Pipeline
Lead Stage Value
Sales Desk
Next Action Queue
Staff Leaderboard
Performance
| # | Staff | Quotes | Won | Win % | Revenue |
|---|
Deal Health
Quote Aging
Key Accounts
Top Customers
Business Intelligence
Business Health Score
Smart Alerts
Needs Attention
0 alerts
Today
Today's Snapshot
Quick Actions
Start Work
Workspace
Sales & Operations Modules
Latest Work
Recent Quotations
Follow-ups
Status Attention
0 due
Customer Responses
Portal Activity
LOGO
Company Profile
Company details not set
Admin can save company name, GST, logo, and address from Settings.
Locked from Settings
Company details cannot be changed on this quotation sheet.
Quotation
Document Details
Bill To
Customer Details
Line Items
Quotation Items
| S.No | Item | Image | Qty | Units | Rate | Total | Action |
|---|
Payment & Terms
Bank Details and Conditions
Bank details will appear here after admin saves them in Settings.
Subtotal 0.00
GST Amount 0.00
Discount 0.00
Grand Total 0.00
Quote 2
Quote 2
Bill To
Customer Details
Line Items
Items
| S.No | Item | Image | Qty | Units | Rate | Total | Action |
|---|
Subtotal 0.00
Discount 0.00
Total 0.00
| Customer ↕ | Requirement ↕ | Lead By | Contact | Date ↕ | Value ↕ | Status ↕ | Remark | Actions |
|---|
Stock Control
Inventory
Upload typed inventory files, review imported batches, and maintain products from one workspace.
Import / Export
Inventory File
Export your live inventory to Excel, edit prices or stock, then re-upload to update. Use Blank Template for adding new items from scratch.
Upload Excel/CSV to add or update products.
Find Products
Inventory View
Filter by type or search item code, name, and category.
No duplicate scan yet.
Uploaded Files
Inventory Upload History
Edit or delete uploaded file batches if the wrong inventory was imported.
Manual Inventory
Add / Edit Product
Product List
Items
Saved Records
Quotations
| Quotation | Customer · Staff · Type | Date · Follow-up | Total | Status | Action |
|---|
Quotation Status
Status Board
Deleted Records
Trash
Deleted quotations are kept for 60 days before permanent deletion.
| Quotation No. | Customer | Deleted On | Auto Delete | Action |
|---|
Customer Feedback
Reviews & History
Customer portal acceptances and quotation revision history.
Audit Trail
Activity Log
Track quotation, lead, sync, inventory, and staff actions from one place.
| Time | Staff | Action | Record | Details |
|---|
Control Center
Settings
Manage company identity, quotation defaults, staff permissions, themes, and safety tools from one clean CRM workspace.
Admin changes
Identity
Company Details
Fixed by admin and used automatically in quotations.
LOGO
Finance
Bank & Terms
Only admin can update these default details.
Appearance
Theme & Display
Choose the visual style staff will see on desktop, tablet, and mobile.
Quotation Control
Quotation Rules
Set quotation defaults, inventory rate behaviour, and lead customer lists.
Print & PDF Customization
Quote Templates
Control how each quotation type looks when printed or shared as PDF. Changes apply to new prints — re-open a quote and print again to see them.
GST
GST Quote (Regular / Tax Invoice)
Used for all non-cash quotations: GST Quote, Proforma, Estimate, Delivery Note.
Show / Hide on Print & PDF
CASH
Cash Quote (Counter / Bill / Estimate)
Used for all cash-mode quotations: Quotation, Estimate, Delivery Note.
Show / Hide on Print & PDF
Settings are saved in this browser.
Admin Security
Staff & Access
Only admin users can see and manage this section.
Admin Profile & Rules Saved company info, admin name, password, and access rules
Company
Saved Information
Security
Access Rules
Login protection Staff ID + password required
Staff restrictions Admin controls access page by page
Company settings Admin-only editing
Backup access Keep files private
Security Checklist Important safety reminders for admin and staff access
Important Security Details
Security Checklist
Create Staff ID Add staff, choose page access, and set work permissions
Staff Access
Create Staff ID
Allowed Quote Types
Access Presets
Website Access
Default admin: ADMIN001 / 123Jain@. Change it after first login.
Staff List Open only when you need to edit existing staff IDs
Active IDs
Staff List
| Staff ID | Name | Role | Password | Quote Types | Website Access | Work Permissions | Branch | Created | Action |
|---|
Multi-Location
Branches
Create branches with their own company info, bank details, and letterhead. Assign staff to branches so their quotes use the right header automatically.
New Branch
Data Safety
Backup & Restore
Export all quotation data as a backup file, or restore from an old backup.
Export
Download Backup
Includes leads, customers, inventory, quotations, trash, staff IDs, settings, and drafts.
Google Drive
Cloud Backup Options
Connect a Google Drive account and store full backup JSON files in a Drive folder.
Google Drive is not connected.
Restore
Upload Backup
Backup works in this browser. Real cloud sync can be connected later.
Business Intelligence
Analytics
Deep-dive into quotation, lead, and staff performance across any time period.
Revenue Trend
Monthly Pipeline
Category Mix
Value by Type
Lead Pipeline
Conversion Funnel
Staff Rankings
Performance Table
| # | Staff | Quotes | Won Value | Win % | Pending | Rejected |
|---|
Customer Database
Customers
Manage customer records and open a full quotation ledger per customer.
Add / Edit
Customer Details
Find Customer
Search
| Customer Name | Contact | GST | Address | Action |
|---|
Quotation Ledger
Select a customer
Open a customer ledger to view quotations, next actions, and won value.
| Quote No. | Date | Format | Status | Follow-up | Total | Action |
|---|
Select a company from the left to view and manage their Purchase Orders.
Company Notes
| Sl.No | PO No | Items | PO Issue Date | PO Amount | Voucher No | Sale Amount | Delivery Date | Payment | Status / Remarks | Actions |
|---|