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＋ New Quote

Recent Quotes

Quote No.	Client	Value	Status

Pipeline by Stage

FX Rates live table

Sales Pipeline

Lead → Quote → Order, in one board.

＋ New Quote

Product Catalog

Master list of spa & salon equipment, imported from the working sheets.

All Categories Cost shown — Manager view Cost hidden — Sales view

Quote Builder

New draft

Preview💾 Save Quote

Quote Details

Lead— none, enter manually —

Customer

Client Email

Customer Address

Currency

Terms Template

Line Items

🖼️ Browse the catalog with product images, set quantity, and add items to the quote. 🛍️ Add Products0

	Product	Unit Price	Qty	Disc %	Cost	Margin	Amount

Summary

Items subtotal—

Discount given—

Add-on Charges

Installation (10.5%)—

Special packaging

Freight / import

Grand Total—

⚠ Approval required. Discount exceeds the 12% policy limit. This quote will route to a manager before it can be sent.

Internal — Manager onlyCONFIDENTIAL

Total cost (C2E)—

Gross margin—

Margin %—

Client Preview

Exactly what the client receives — selling prices only.

← Edit🔁 Revise⬇ Download PDF✉ Email to client

🔒 Client-safe view — internal cost, margin and FX build-up are never included in this document.

EV

Evavo Wellness & Solutions LLP

Spa Consulting · Spa & Salon Equipment

QUOTATION
No: —
Date: —
Valid: 2 weeks

Bill To—

CurrencyINR (₹)

#	Item	Unit Price	Qty	Amount

Subtotal—

Installation—

Packaging—

Grand Total—

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 client 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.

Users

Create, edit and remove login accounts. Admin-only.