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GST Quotation and Invoice CRM, Right From the Enquiry

Build a quotation in rupees on the same lead the enquiry came in on, show GST and your GSTIN on the PDF, and convert it into an invoice when the client says yes.

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The short answer

Can I make GST quotations and invoices inside my CRM?

Yes. AliveCRM works as a GST quotation and invoice CRM on the sales side. Open a lead, add line items in rupees, a discount and one tax line labelled GST, then download the PDF with your company GSTIN, logo and bank details. When the client agrees, convert the quotation into an invoice in one click. It is included on selected paid plans.

Many small businesses in India still quote from a Word file or an Excel template, then send version three on WhatsApp and lose track of version two. When the quotation sits on the lead, the owner can see what price was offered, who sent it and whether it was accepted, without opening anyone's laptop.

Why quotes from a template cause trouble

  • The customer's name and number are retyped by hand.
  • Nobody knows which version was the final one.
  • The invoice is typed again from the same quote.
  • Owners cannot see which enquiries reached a quotation.
How It Works

From Enquiry to Paid Invoice

Every step happens inside the lead.

  1. 01Open Lead
  2. 02Add Items and GST
  3. 03Download PDF
  4. 04Convert
  5. 05Mark Paid
Quotation

A Rupee Quotation in a Minute

Add a quotation to the lead and the client's name, email and phone fill in for you. Add up to 100 line items with description, quantity and rate, then one discount, flat or percent, and one tax percentage for the whole document. The tax label reads GST by default and you can edit it. Currency defaults to INR, and you can switch a document to USD, AED, EUR or GBP for a client abroad.

See lead management in India
  • Client details filled from the lead
  • Up to 100 line items
  • One GST line on the discounted subtotal
PDF

Your GSTIN and Bank Details on Every PDF

Save your company GSTIN, address and logo once in settings and they print on each document. Add your account name, bank, account number, IFSC and UPI ID and they appear on quotations and unpaid invoices so the client can pay at once, then drop off when an invoice is marked Paid or Cancelled. With a GSTIN and a tax rate set, the invoice prints as TAX INVOICE.

See product enquiry management
  • Company GSTIN and logo
  • Bank details, IFSC and UPI ID
  • TAX INVOICE title when GST applies
Convert

Accepted Quotation to Invoice in One Click

When the client confirms, press Convert to invoice. AliveCRM copies every line, the discount and the GST rate into a new draft invoice dated today, links it to the quotation and marks the quotation Accepted. Numbering runs per company, QT-0001 for quotes and INV-0001 for invoices, so an interior design firm never has to guess the next number.

See the sales pipeline
  • One-click conversion
  • Invoice linked to its quotation
  • Numbering per company
Track

Every Document Listed on the Lead

The lead's Quotations list shows each document's type, number, date, total, status and who created it. Quotation statuses are Draft, Sent, Accepted and Rejected. Invoice statuses are Draft, Sent, Paid, Overdue and Cancelled. Set a follow-up reminder on the lead after you send a quote, and your executive gets a push notification to chase the reply.

See lead follow-up
  • Number, date, total and status
  • Created-by on every document
  • Statuses updated as the deal moves
Who It Is For

Indian Businesses That Quote From the Lead

Interior designers

Quote a modular kitchen or full flat fit-out item by item, then invoice the agreed scope.

Digital marketing agencies

Send a monthly retainer quote from the enquiry and convert it when the client signs.

Manufacturers and distributors

Price a dealer's bulk order with quantities and a discount, then raise the invoice.

Exporters and IT firms

Quote Indian clients in rupees and overseas clients in USD, AED, EUR or GBP from one account.

Honest limits

What This Is Not

AliveCRM quotations and invoices are for the sales side, not GST accounting. Each document has one tax label and one tax percentage, with no split into central and state components, no HSN or SAC codes, no per-line tax rates, no e-invoicing or e-way bills and no GST return filing. PDFs are downloaded and sent by you; AliveCRM does not email them or collect payment online, and Paid or Overdue are set by hand. Check your invoice particulars under GST Rule 46 with your accountant, and keep your books in your accounting software.

FAQ

Frequently Asked Questions

Can I show GST on quotations?

Yes. Each quotation and invoice carries one tax line with an editable label, GST by default, and one percentage such as 18. AliveCRM applies your discount first, then works out GST on the discounted subtotal and shows subtotal, discount, GST and total on the PDF, along with your company GSTIN.

Does it split GST into central and state tax?

No. The tax prints as a single line at the rate you choose. There is no central and state split, no HSN or SAC codes and no place of supply field. If your invoices need those, raise the final invoice in your accounting software and use AliveCRM for the quotation and sales record.

Can I add bank details and UPI to the invoice?

Yes. Save your account name, bank, account number, IFSC, branch and UPI ID in company settings. They print on quotations and unpaid invoices so the client can pay directly, and they are hidden automatically once an invoice is marked Paid or Cancelled.

Are amounts in rupees?

Yes. Documents default to INR for Indian companies and show amounts with the ₹ symbol. You can switch any single document to USD, AED, EUR or GBP when a client pays in another currency, so one account can quote local and overseas clients.

Can I send the quotation on WhatsApp?

Download the PDF and share it on WhatsApp or email yourself. AliveCRM does not send documents for you. Mark the quotation Sent so the team knows where it stands, and set a reminder on the lead so the executive is notified to chase the reply.

Is it GST compliant for statutory invoices?

AliveCRM gives you the core particulars, your GSTIN, a document number, date, items, one GST line and total, but it is not GST accounting software and does not file returns or create e-invoices. Check with your accountant that your invoices meet GST Rule 46 for your business before relying on them.

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Quote in Rupees, Straight From the Lead

Start a 7-day trial, then add GST quotations and invoices with a paid plan that includes them, priced in INR.

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