Presenting quotes with perfect rates and converting them into sales is a tedious task. Work'sTruly lets you create GST or non-GST quotes with party-wise rates, custom validity, terms, and conditions, etc.
Verify GSTIN for parties right into the app without leaving it. You can even set verified information to party details with just a tap.
You can create non-GST or GST quotes. Party Wise item rates are picked up automatically. Preset terms and validity period gets applied to quotes which you can always edit.
Different formats have been already defined to ease your work. Just choose the company logo, what content should be in the quote, and where it's placed.
Recording data into the app is not enough. Get to know whether the quote is still open, sent, rejected, or accepted, and update the statuses from the field.
Get notified about quotes expiring within a week and expired quotes in real time.
Just tap and get in-depth reports about open, sent, and rejected quotes with acceptance ratio.
Make finding information easy for team members by setting up module access.
Every module data and report can be exported to Excel Sheets and PDF Documents.