Not every business transaction is a walk-in cash sale. Many businesses — wholesale dealers, hardware suppliers, event caterers, and B2B sellers — follow a process: quote first, get approval, receive an order, then bill. Dhando POS supports the full quote-to-cash flow without re-entering data at each step.
📈 2026 Trend: For Indian B2B businesses, the quote-to-cash cycle is increasingly digital. Customers expect a professional quotation on WhatsApp within minutes, a sales order confirmation before dispatch, and a GST invoice with all required fields upon delivery. Manual quotation-making on paper or Word leads to errors, delays, and lost orders. Digital quotation software closes deals 3x faster.
Need to send professional quotations and convert them to GST invoices fast? Dhando POS handles the full quote-to-invoice workflow for Indian B2B and retail businesses. Create a quotation, share it via WhatsApp PDF, get the customer's confirmation, and convert it to a GST invoice with one tap — no re-entering data, no delays.
The Quote-to-Cash Flow
Three Document Types
🔄 One-tap conversion: Open a quotation and tap "Convert to Order" or "Convert to Invoice". All the products, quantities, prices, and customer details carry over automatically — no re-typing. The original quotation is marked as converted.
Creating a Quotation
Creating a quotation is identical to creating a regular sale in the POS. The only difference is you tap "Save as Quotation" instead of "Finalize". You can then:
- View the quotation in the Sales list (under the Quotations tab)
- Print or share the quote document via WhatsApp
- Edit the quotation if the customer negotiates
- Convert to a final sale when the deal is confirmed
Sales Orders
Sales Orders work similarly. When a wholesale customer calls to place a bulk order for next-week delivery, create a Sales Order. It records the commitment but doesn't yet affect your inventory or receivables. When you dispatch the goods, convert it to a final invoice — stock is deducted and the amount becomes receivable.
Who Uses Quotations & Orders?
- Hardware & building material dealers who quote project-wise material costs to contractors
- Wholesale grocery distributors taking bulk orders from retailers
- Uniform suppliers quoting institutional bulk orders
- Caterers and event suppliers providing estimates before confirming event bookings
- Auto parts dealers quoting for workshop orders before parts are available
Frequently Asked Questions
A Quotation is a price offer before the customer confirms. A Sales Order is raised after confirmation — it reserves stock and triggers fulfillment. A GST Invoice is the final tax document issued after delivery. In Dhando POS, all three can be converted to the next stage with one tap — no re-entry.
Yes. Once a customer approves a quotation, tap "Convert to Invoice" and Dhando POS creates a GST-compliant invoice pre-filled with all quotation details — items, quantities, prices, customer GSTIN, and tax breakdowns.
Yes. Quotations and invoices can be shared as PDF via WhatsApp directly from the app — professional formatting with your shop name, logo, item list, GST breakdown, and total. No third-party PDF app needed.
A proforma invoice is a preliminary bill that looks like a real invoice but isn't a tax document yet — used when the customer needs a formal price commitment before placing an order. Dhando POS can generate proforma invoices that convert to real GST invoices upon order confirmation.
Dhando POS generates all required e-invoice fields including GSTIN, HSN codes, and full tax breakdowns. E-invoicing with IRN via the government's IRP portal is on the roadmap for businesses above the mandatory threshold.
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