Quotes

Quotation format (GST-ready)

A quotation is an offer. A GST invoice is the tax document. TiBook keeps both, and converts the quote when the job is on.

Quote ≠ invoice

An offer is not a tax document

Convert

Same lines and tax when the job is on

Templates

Electrical wiring Word/Excel/PDF if you still need a file

What it is

What is a GST-ready quotation format?

Search for quotation format usually wants a Word table. That file dies in email. TiBook quotations are numbered documents with parties, tax, and a path to an invoice.

Use document prefixes so QUO- and INV- never clash. Terms should say the quote is not a tax invoice.

We are not a CPQ configurator. Construction BOQ stays in Excel if you need it.

Creating a quotation in TiBook before converting to an invoice

Why it matters

Quote vs invoice

Buyers compare quotes

A Word table in email dies. You need a number, a party, and a PDF you can convert.

GST is claimed on invoices

If you send a “quote” that looks like a tax invoice, you invite confusion and, worse, tax on work you never got.

Prefixes collide

QUO- and INV- must not share a series. Document types exist for that.

BOQ in construction

We are not a CPQ configurator. A long BOQ can be lines or an attachment. Excel still wins for some tenders.

How to

How to issue a quotation in TiBook

    1

    Set a quotation prefix

    Settings so quote numbers never clash with invoices.

    2

    Add the party and items

    Same catalog as invoices. Tax on the quote so the converted invoice matches.

    3

    Write terms

    Say the quote is not a tax invoice. Validity period belongs here.

    4

    Share the PDF or public link

    Follow up so the deal is not only WhatsApp.

    5

    Convert when they say yes

    New sales invoice, same lines. Do not retype rates.

    6

    Download a format if you must attach Word

    Electrical wiring quotation format exists. Google Docs invoice templates are a separate page.

Guides: Create a quotation · Convert to invoice · Electrical wiring format

Product

Quote in TiBook

1. Same lines as the invoice

Items, discounts, tax. Convert instead of retyping.

2. Follow-ups

Log a follow-up against the quote so the deal is not only WhatsApp.

3. Prefixes

Quote series separate from tax invoices.

4. Terms on the PDF

Validity, delivery, payment — this is not a GST invoice until you convert.

5. Industry downloads

Electrical wiring Word/Excel/PDF. More formats can live as child pages.

6. GST calculator

Check the split before you lock the quote rate.

What to look for

  • Convert, not copy-paste

    The only reason to keep quotes in software.

  • Clear legal label

    Quotation vs tax invoice on the PDF.

  • A file download if procurement demands Word

    We have at least electrical wiring. The app is still the system of record.

Spreadsheet vs TiBook

NeedWord templateTiBook
Next quote numberGuess.Series with prefix.
Won the jobSave As invoice.Convert voucher.
GSTYou type 18%.Tax group on the item.
Party historyInbox.Same party as invoices.

Pricing

Plans

Start on Startup. Add SMB for POS, payroll, and ledgers. Recurring is Enterprise.

Startup

₹0

GST invoices, quotations, delivery notes, expenses, payments, basic inventory, P&L, daybook, outstanding. No credit card.

SMB

₹199/mo

Retail and Restaurant POS, payroll, extra users, and the accounting app (ledgers, journals, trial balance).

Enterprise

₹399/mo

Everything on SMB plus automated recurring invoices.

Full comparison on pricing.

Who it is for — and what it is not

For

Anyone who bids before billing: contractors, agencies, traders.

Not for

Not a CPQ configurator. Construction BOQ stays in Excel if you need a 200-row tender.

FAQs — Quotation format (GST-ready)

Quote in the books. Convert when they say yes.

Startup is free. Download a Word format only if procurement still wants a file.

Electrical wiring quotation · Google Docs & Sheets · Contractor invoices · Delivery challan