For service providers & SMBs
Quotation management that feels effortless.
Create GST-ready quotations, share a clean PDF on WhatsApp, convert quotation → invoice, and keep payment records in one workflow.
GST-ready PDFs
Line items, CGST/SGST/IGST, and a PDF that matches the preview.
WhatsApp sharing
Send clients a proper quotation PDF link with a pre-filled message.
Convert to invoice
Turn an accepted quotation into an invoice without retyping details.
Payment records
Record partial/full payments and track what’s still outstanding.
Client details saved
GSTIN, billing address and state stored once. Pulled into every document.
Dashboard clarity
See revenue and pending dues without a full accounting suite.
Built for Indian service businesses
Quotera focuses on the client → quotation → invoice → payment records flow. It’s not a full accounting product, and that’s the point.
Frequently asked questions
Is Quotera quotation software for service businesses?+
Yes. Quotera is built for Indian service providers and SMBs who send quotations before invoicing. You can create GST-ready quotes, share PDFs on WhatsApp, and convert accepted quotations to invoices.
Can I use CGST, SGST, or IGST on quotations?+
Yes. Each quotation supports GST (CGST + SGST), IGST, or no-tax modes based on your client and supply type.
Can I share quotations on WhatsApp?+
Yes. From a quotation you can share a PDF link with a pre-filled WhatsApp message so clients receive a proper document.
Do I need early access to manage quotations in Quotera?+
Yes. Apply for early access and we will invite you on WhatsApp. It is free during early access with no credit card required.