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How Can You Automate Quotations and Invoices?
Short answer
Store your products, prices and tax rules in one system, then generate quotation, purchase order and GST invoice PDFs from it automatically. Each document goes out by email or WhatsApp with one click.
Why It Happens
- Copy and paste errors. Wrong prices or tax on a quote cost you money or trust.
- Slow replies. Buyers often accept the first clear quote they get.
- No record. Quotes in emails and chats are hard to track.
What to Do
Put your price list in one place first. Then generate documents from it, so every quote, PO and invoice uses the same numbers.
Checklist
- Keep one price list with GST rates.
- Generate quotes and invoices from it.
- Send PDFs by email or WhatsApp automatically.
- Track which quotes turned into orders.
- Keep a copy of every document.
Want this done for your business?
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