Client directory + documents
Client management that saves time every day.
Save client billing details once: GSTIN, address, state, phone. Pull them into every quotation and invoice automatically.
GSTIN & state saved
Accurate tax handling across quotations and invoices.
Billing address ready
No retyping. Documents pick the correct client info.
Document history per client
See quotations, invoices and payment records together.
Faster quoting
Generate new quotations in minutes with reusable client data.
Cleaner follow-ups
Outstanding dues and payments stay tied to the correct client.
Built for SMB workflows
Simple, fast, and designed for service providers.
Frequently asked questions
What client details can I save in Quotera?+
Store client name, GSTIN, billing address, state, phone, and other billing fields once and reuse them on quotations and invoices.
Why save GSTIN and state for each client?+
Correct state and GSTIN help you pick CGST + SGST vs IGST on documents and keep tax handling consistent.
Can I see all documents for one client?+
Yes. Client records connect to their quotations, invoices, and payment history in one workflow.
Is client management included during early access?+
Yes. Client directory is part of the core Quotera workflow and is free during early access.