Quotation Management: Professional Proposals for Logistics

The Quotation module within BSTD empowers transport and logistics companies to effortlessly generate professional quotations and proforma invoices for their clients. These documents provide a comprehensive breakdown of pricing, applicable taxes, and specific terms and conditions related to your services.

BSTD's quotation documents are designed for full customizability and are export-ready, ensuring they can be precisely formatted for either high-quality printing or seamless digital sharing. This module simplifies the process of creating transparent and detailed proposals, enhancing client communication and streamlining your sales cycle.

Crafting Quotations: A Step-by-Step Guide

Users can easily fill out a new quotation using an intuitive, section-divided form:

• Quotation Details: Quotation Number (unique identifier), Date of issuance, and customizable Document Title.
• Customer Information: Name, Phone, Email, full Address, and GSTIN for tax compliance.
• Service Route: From Location (origin), To Location (destination), and Transportation Mode (road, rail, air, etc.).
• Items/Services: Itemized rows for each service or good, specifying quantity, unit rate, and remarks.
• Charges and Totals: GST percentage input with auto-calculation of subtotal and grand total in real time.
• Terms & Conditions: Insert custom legal or service terms, or fetch and apply default saved templates.

Optional branding features such as your company letterhead, logo, and signature are automatically incorporated into the document for a professional appearance.

Quotation List: Your Comprehensive Sales Overview

The listing interface provides a dynamic, searchable, and sortable table of all your generated quotations:

• Effortless Search: Find quotations by customer name, phone number, from/to location, or quotation number.
• Key Metadata: Each entry displays total quoted amount, applied GST percentage, and creation date.
• Flexible Filtering: Organize by date or status (converted, pending, etc.) to track proposal progress.

Every quotation is conveniently linked to its respective customer profile for enhanced tracking and accurate conversion reporting.