How to Use FinovaOS's Quotation Module to Close Deals Faster

FinovaOS's quotation module lets you create professional quotes in minutes and convert them to invoices with one click — no re-entry needed. Here's how to use it to speed up your sales cycle.

Creating a Quotation

Go to Sales → Quotations → New Quotation. Select the customer, add your items with quantities and rates, apply any discount, set a validity date, and save. FinovaOS generates a professional PDF quote ready to send.

Sending the Quote

Send the quotation directly from FinovaOS via email, or download the PDF and share via WhatsApp. The customer can review itemized pricing, validity period, and your terms and conditions.

Quote to Invoice in One Click

When the customer accepts, go to the quotation and click 'Convert to Invoice'. FinovaOS creates a Sales Invoice with all line items pre-filled. No duplicate data entry. No errors from retyping.

Quote to Delivery Challan

Alternatively, convert the quotation to a Delivery Challan first — for businesses that deliver goods before invoicing. The challan confirms delivery, then converts to invoice when payment terms are agreed.

• ✓Professional PDF quotation templates
• ✓Validity date tracking — expired quotes flagged automatically
• ✓One-click conversion: Quote → Challan → Invoice
• ✓Quote approval workflow for large deals
• ✓Pipeline view — see all open quotes and their values
• ✓Quote comparison — send multiple options to one customer