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Features
Six modules, one workspace. Every capability below is live in the product today — no roadmap promises.
Every capability, in one map
Want to see the paperwork it produces? See twelve real outputs on the home page →
The complete order-to-cash chain. One document flows into the next — nothing retyped.
Quotations
Branded, GST-ready quotes with line items, HSN codes and win tracking.
Sales Orders
Convert an accepted quote into a confirmed order in one click.
Delivery Challans
Dispatch documents raised straight from the order.
Invoices
GST-compliant invoices — CGST/SGST/IGST auto-split, HSN summary, amount in words.
Payment Receipts
Record a payment, and the receipt issues itself.
Recurring Invoices
Retainers and subscriptions bill themselves every month.
Credit Notes
Returns and corrections handled the compliant way.
Client PO capture
Attach the client's purchase order to the whole chain.
One screen answers the question every owner asks daily: where is my money?
Money in / money out
Receivables and payables side by side, netted live.
Ageing buckets
Current · 30d · 60d · 90+ — see who's late before it hurts.
Follow-ups
Overdue invoices trigger follow-up tasks automatically.
Reminders
One-click payment reminders by email and WhatsApp.
Transactions ledger
Every rupee in and out, in one searchable list.
Your CA gets clean exports. You get your evenings back.
Auto tax split
CGST/SGST vs IGST decided from place of supply — never a wrong invoice.
HSN summary
Printed on every invoice, exactly as the rules require.
GSTR-1 & 3B
Monthly returns compiled automatically, exported as JSON for filing.
Dual numbering
Separate GST and non-GST invoice series, per client.
The mirror chain: procure-to-pay, with a 3-way match guarding every rupee out.
Purchase Orders
Raise POs to vendors with full line detail.
Goods Receipt Notes
Record what actually arrived, against the PO.
Vendor Bills + 3-way match
Bill vs PO vs GRN — mismatches surface before you pay.
Payables & Payment Run
Ageing view of everything you owe, batched into scheduled payment runs.
Debit Notes
Returns to vendors, documented properly.
Vendor ledger
Every vendor's bills, payments and balance in one statement.
From offer to exit — salaries, statutory deductions and settlements computed for you.
Employee records
Joining, CTC, PF/ESI, TDS applicability — all in one profile.
Salary runs
Basic/HRA/PF/PT/TDS computed monthly; payslips generated per employee.
Full & Final settlements
Exit engine with §10(10)/§10(10AA) exemptions and notice recovery.
Asset tracking
Laptops, phones, tools — issued, tracked, auto-recovered at exit.
ID cards
Employee ID cards generated from the same records.
Payment vouchers
Every payout documented and signed off.
Know who created it, who changed it, who approved it. Always.
Approval workflows
Multi-step approvals on quotes, invoices, POs and payroll.
Audit log
Every action recorded with before/after values.
Roles & permissions
Per-module access. Staff see only what they need.
E-signatures
Role-tagged signatures stamped on documents at approval.
Two-factor authentication
2FA, login alerts and session control on every account.
Recycle bin
Deleted by mistake? Restore it.
Twelve settings surfaces make QuoteGen behave like it was built just for your business.
Business Setup
Logo, GSTIN, bank details and theme color — printed on every document.
Document numbering
Your own prefixes and series, including dual GST / non-GST invoice numbering.
Users & invitations
Invite staff by email; they get first-login password setup.
Custom roles
Build roles with a per-module permission matrix.
Workflow designer
Define who approves what, in what order, with e-sign steps.
Message templates
Your own email and WhatsApp wording, with variables like amount and due date.
My Profile & Security
Profile, password, 2FA, active sessions, login alerts.
Activity logs
Every sign-in and security event, with IP and device.
API keys
Scoped keys for integrations and reporting.
Privacy & Data (DPDP)
Full data export and account deletion, on demand.
Billing controls
Plan, GST-compliant subscription invoices, cancel anytime.
Accessibility
Font scaling, contrast and reading aids, per user.
The small things that make daily work fast — on any device.
Global search (Ctrl+K)
Find any client, invoice or project from one box.
Convert engine
Quote → Order → Challan → Invoice with full document lineage.
Send by email & WhatsApp
Documents go out from the app, PDF attached.
Notifications
Approvals, payments and renewals ping you in-app.
Follow-ups & reminders
Overdue work surfaces itself; one click chases it.
Notes & attachments
Context and files pinned to every record.
Support tickets
Built-in help desk when you need us.
Onboarding
Guided setup gets you to your first document in minutes.
Works on mobile
Every screen, full function, no app install.
Projects & pipeline
Track deals and delivery work
Item catalog
Reusable items with HSN & rates
Subscriptions
Recurring client billing
Reports
Revenue, tax, ageing, payroll
Document vault
Every file linked to its record
Recycle bin
Nothing is ever lost by accident
No card. Cancel anytime. Your data stays yours.