Accounts Receivable | Quotes & Sales Orders

Quote, approve, convert. The version history captured, the approver chain enforced.

Quotes with line-level discounts and tax. Approval workflows by amount and discount %. Version history per quote. One-click conversion to sales order. Credit limit checked at SO. Tax engine applies CGST, SGST or IGST per place of supply at this step, not later.

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What the system does

Capability, input, output.

Capability	Input	Output
Quote with version history	Sales rep + customer + line items	Versioned quote with approver chain
Approval routing	Quote amount + discount %	Routed to the right approver
SO conversion	Accepted quote	Sales order with credit check
Place of supply engine	Bill-to + ship-to + service type	CGST + SGST or IGST applied per Section 12 / 13
Credit limit check	Customer credit limit + open exposure	Allow / hold / override at SO save
Quote-to-invoice conversion	Approved SO + dispatch / service delivery	Invoice with the sales tax treatment applied, delivered as PDF or by email

Quote with version history

Input

Sales rep + customer + line items

Output

Versioned quote with approver chain
Approval routing

Input

Quote amount + discount %

Output

Routed to the right approver
SO conversion

Input

Accepted quote

Output

Sales order with credit check
Place of supply engine

Input

Bill-to + ship-to + service type

Output

CGST + SGST or IGST applied per Section 12 / 13
Credit limit check

Input

Customer credit limit + open exposure

Output

Allow / hold / override at SO save
Quote-to-invoice conversion

Input

Approved SO + dispatch / service delivery

Output

Invoice with the sales tax treatment applied, delivered as PDF or by email

Compliance + integrations

Quote to invoice, the GST way.

Place of supply applied at the SO step, not at invoice. Tax engine handles inter-state, intra-state, SEZ and export scenarios.

Regulations we work within

Section 12 + 13, IGST Act

Place of supply for goods and services applied at quote.
Section 31 + Rule 46

Mandatory invoice fields validated at SO conversion.
Audit trail

Quote and SO version history captured in audit trail.

Connects to

Xero SO + invoice sync
Zoho Books Native connector
CRM systems Salesforce, HubSpot, Zoho CRM quote sync

Quotes & Sales Orders FAQ

What buyers ask.

Can sales reps offer discounts beyond their authority?

Discounts above policy thresholds route to a higher approver. Per-rep limits are configurable. The discount approval is captured on the quote with the approver and reason. The trail is auditable.

What if the customer changes the order before invoicing?

Open SOs can be amended (line addition, quantity change, price revision). Each amendment is a new version with full history. The credit check re-runs on amendment. Once converted to invoice, changes go through the credit note workflow.

How does inter-state vs intra-state resolve at the quote?

The bill-to address sets the customer state; the ship-to address sets the place of supply for goods (Section 12). For services, Section 13 logic applies (most services follow the bill-to). The system applies the right CGST + SGST or IGST split at the SO step so the invoice is correct on first issue.

Can we do quote templates by customer or product line?

Yes. Reusable templates per customer segment or product line, with pre-filled line items, GL coding, discount caps and approver chains. Saves typing and prevents discount drift across reps.

Related features

Send your next quote with the approval chain on it.

Connect one entity, free. Send a quote, watch the approval fire, convert to SO, check credit, raise the invoice. The full cycle on your data, in 10 minutes.