01
Distributors and wholesalers
Send itemised quotations with GST for a requirement the customer shared on WhatsApp.
Quotations for teams that sell on WhatsApp
WhatsApp Quotation Software with GST for Indian Businesses
Many sales start with the question: can you send me a quotation? Karyagrah lets your team prepare a GST quotation in the CRM, send it on WhatsApp and see when the customer opens it and says yes.
Karyagrah Business
Hi, I need help choosing the right solution.
I can help. Tell me your team size and main goal.
We need lead capture, follow-ups and human support.
Lead saved and assigned to the sales team.
GST on every line
Each line has its own GST rate and HSN or SAC code, and the totals split into CGST and SGST or IGST, with GST either included or added.
Accepted with a link
The customer opens a page, reads the quotation and accepts it. You can see when it was sent, viewed and accepted.
Edits that keep the number
Changing a sent quotation creates a new revision with the same number and link, so the customer never holds two versions.
What is quotation software?
Quotation software turns a customer's requirement into a clear offer: the items, the quantity, the price, the tax and how long the offer is valid. It replaces documents that are typed again for each customer and sent as attachments that nobody can track.
For a team that already talks to customers on WhatsApp, the best place for a quotation is next to the conversation, so the offer and the history stay together.
What a GST quotation needs
A quotation for an Indian buyer normally shows your business and GST details, the buyer's details, each item with its HSN or SAC code, quantity, rate and discount, the GST rate on each line and the total tax. Whether the tax is CGST and SGST or IGST depends on the states of the seller and the buyer.
It should also show the validity date, your terms and how to pay. Getting these right the first time saves the back and forth that delays a decision.
How quotations work in Karyagrah
Build a quotation from items in your catalogue or type the lines by hand. Add a discount on a line or on the whole quotation, add extra charges such as freight with their own GST, and choose whether prices include GST. The round-off and the tax split are calculated for you.
Send it on WhatsApp, by e-mail or as a link. The quotation moves from draft to sent, viewed and then accepted, rejected or expired, so your team knows when to follow up. When the customer accepts, the quotation can be turned into an order.
Set it up once per branch
Quotation settings are kept for each branch: the number prefix, how long a quotation stays valid, the default GST rate, your terms and notes, bank or UPI details, your seller details, an accent colour and the WhatsApp message that goes with the link.
Because the settings live in one place, every person on the team sends the same professional quotation.
What it is not
Quotations are for the offer stage. They are not an accounting system, and the final tax invoice for your own sales stays in your accounting or billing software. Keep that process, and use Karyagrah to win the order faster.
Practical workflows
Where teams use this every day
Start with a workflow tied to a clear customer or operational outcome, then expand after the team can measure it.
02
Service and project businesses
Quote a project or a contract with clear lines, tax and validity, and track whether it was opened.
03
Interior, event and installation teams
Prepare itemised offers that the customer can accept from a link, without printing or scanning.
04
Sales teams with many enquiries
Give every person the same template and see which quotations are waiting for an answer.
Compare the operating model
From a basic setup to a managed team workflow
AreaBasic app or toolKaryagrah
Creating the quotationA document typed again for each customerBuilt from your catalogue or typed lines, with GST calculated per line
SendingAn attachment with no trackingWhatsApp, e-mail or a link, with sent, viewed and accepted status
ChangesSeveral versions in circulationA new revision with the same number and link
After acceptanceRe-entered as an orderCan be turned into an order from the quotation
Implementation guides
Read the next practical guide
WhatsApp CRM guide for Indian businesses
See the records, ownership and follow-up process that make a CRM useful.
Read guideSell on WhatsApp: catalogue, orders and payment links
Take an order from product question to payment inside the chat.
Read guideAutomate customer follow-ups on WhatsApp
Set reminders and sequences that bring customers back into the conversation.
Read guideFrequently asked questions
Can I add GST to each item in a quotation?
Yes. Every line can carry its own GST rate and HSN or SAC code, and the totals show the GST split as CGST and SGST or IGST.
Can I use items from my catalogue?
Yes. You can build a quotation from catalogue items or type the lines by hand, and add discounts and extra charges such as freight.
Can the customer accept the quotation online?
Yes. The customer opens a link, reads the quotation and accepts or rejects it, and you can see when it was viewed and accepted.
Can I send a quotation on WhatsApp?
Yes. A quotation can be shared on WhatsApp, by e-mail or as a link.
What happens if I change a quotation after sending it?
Editing a sent quotation creates a new revision with the same number and link. An accepted quotation is locked, so you can duplicate it instead.
Does it create GST invoices?
No. Quotations cover the offer stage and can be turned into an order. Final tax invoices for your own sales stay in your accounting or billing software.
Which plans include quotations?
The Pricing page shows what each plan includes, including quotations.