Welcome back
Here's what's happening across your quotes today.
Recent Quotes
| Quote No. | Company Name | Value | Status |
|---|
Pipeline by Stage
FX Rates live table
Sales Pipeline
Lead โ Quote โ Order, in one board.
Product Catalog
Master list of spa & salon equipment, imported from the working sheets.
Cost shown โ Manager view
Cost hidden โ Sales view
Quote Builder
New draft
Quote Details
Line Items
๐ผ๏ธ Browse the catalog with product images, set quantity, and add items to the quote.
| Sr. | Image | Product Name | Unit Price | Discount % | Discounted Unit Price | QTY | HSN | Amount | Cost | Margin |
|---|
Summary
Subtotal (A)โ
Line discountsโ
Overall Discount
Overall discountโ
Net goods valueโ
Add-on Charges
โ
ยท Dry area @ โ%โ
ยท Wet area @ โ%โ
ยท Others @ โ%โ
Subtotal (B)โ
CGSTโ
SGSTโ
IGSTโ
Grand total (pre-tax)โ
Final Amountโ
Internal โ Manager onlyCONFIDENTIAL
Total cost (C2E)โ
Gross marginโ
Margin %โ
Client Preview
Exactly what the client receives โ selling prices only.
๐ Client-safe view โ internal cost, margin and FX build-up are never included in this document.
EV
Evavo Wellness & Solutions LLP
Spa Consulting ยท Spa & Salon Equipment
Bill Toโ
CurrencyINR (โน)
| # | Item | Unit Price | Disc % | Discounted Unit Price | Qty | HSN | Amount |
|---|
Subtotal (A)โ
Installationโ
Packagingโ
Subtotal (B)โ
CGSTโ
SGSTโ
IGSTโ
Final Amountโ
Clients
Companies you quote and sell to.
Projects
Each project belongs to a client; leads are tracked against a project.
Leads
Lead intake, tied to a project (the company name is auto-derived). Pipeline stage drives the Sales Pipeline board.
Terms
Reusable terms & conditions templates for quotes.
Email Setup
SMTP configuration used to email quotes to clients.
Settings
Configurable defaults for the Quote Builder. Max discount is admin-only.
Users
Create, edit and remove login accounts. Admin-only.