Quotation Management: Professional Proposals for Logistics

The Quotation module within BSTD empowers transport and logistics companies to effortlessly generate professional quotations and proforma invoices for their clients. These documents provide a comprehensive breakdown of pricing, applicable taxes, and specific terms and conditions related to your services.

BSTD's quotation documents are designed for full customizability and are export-ready, ensuring they can be precisely formatted for either high-quality printing or seamless digital sharing. This module simplifies the process of creating transparent and detailed proposals, enhancing client communication and streamlining your sales cycle.

Crafting Quotations: A Step-by-Step Guide

Users can easily fill out a new quotation using an intuitive, section-divided form:

• Quotation Details:
  • Quotation Number: A unique identifier for tracking and referencing.
  • Date: The date the quotation is issued.
  • Document Title: Customize the title to suit the specific proposal.
• Customer Information:
  • Name, Phone, and Email: Essential contact details for your client.
  • Address: Full client address for accurate billing and record-keeping.
  • GSTIN (Goods and Services Tax Identification Number): For compliance with tax regulations.
• Service Route:
  • From Location: The origin point of the service.
  • To Location: The destination point of the service.
  • Transportation Mode: Specify how the goods will be transported (e.g., road, rail, air).
• Items/Services:
  • Add itemized rows for each service or good included in the quotation.
  • For each item, specify the quantity, unit rate, and any relevant remarks or descriptions.
• Charges and Totals:
  • Input the GST percentage (GST %), which is then used to auto-calculate the subtotal and the grand total in real-time as you add items.
• Terms & Conditions:
  • Directly insert legal or service terms into the form.
  • Alternatively, you can fetch and apply default saved terms for efficiency.

Additionally, optional branding features such as your company letterhead, logo, and signature are automatically incorporated into the document, ensuring a professional and consistent appearance.

Quotation List: Your Comprehensive Sales Overview

The listing interface provides a dynamic, searchable, and sortable table of all your generated quotations, offering an organized overview of your sales proposals:

• Effortless Search: Quickly find specific quotations using various criteria, including:
  • Customer name: To pull up all proposals for a particular client.
  • Phone number: Search by client contact.
  • From/To Location: Filter by specific origin and destination points.
  • Quotation Number: Direct search for a known quotation ID.
• Key Metadata at a Glance: Each entry in the list displays important details such as the total quoted amount, applied GST percentage, and creation date, providing an immediate snapshot of each proposal.
• Flexible Filtering Options: Organize and manage your quotations by:
  • Date: View proposals within a specific timeframe.
  • Status: Filter by "converted" (to invoice), "pending," or other custom statuses to track progress.

For enhanced tracking and more accurate conversion reporting, every quotation is conveniently linked to its respective customer profile within the BSTD system.