Auto-saves as you type. Press Ctrl+K to search everything, ? for the shortcut list. Ctrl+S saves to the list, Ctrl+Z undoes a removed item or an overwritten form. Click a saved quote's badge to mark it Open / Won / Lost.
Document Info ▾
Consignee ▾
Doesn't look like a valid 15-character GSTIN — check for typos.
The document prints Bill To and Ship To side by side — the usual case where a hospital's purchase office pays and a department receives.
Export & Shipping off▾
Adds a shipping grid (origin, destination, ports, carriage), a certificate of origin and an export declaration to the document — what an overseas proforma needs. Domestic quotes print unchanged while this is off. Also flipped by the 🌐 Export switch in the top bar.
Restated as the Consignor block on the document, above the consignee. Leave a field blank to fall back to the letterhead company details.
An export proforma is usually issued in a foreign currency (see Document Info → Currency) with the HSN column shown (Appearance) and the Bank box carrying a SWIFT code (Bank Details).
Line Items ▾
Use the B / I / U toolbar (or Ctrl+B, Ctrl+I, Ctrl+U) to format any line in a description. Catalog items come in at the rate you last saved for that product — check it against today's price before sending.
Discount, Charges & Tax ▾
Per-item discount % is available inside each line item — those apply first, this one applies to the running total.
For a Tax Invoice or part-payment: enter what's already received and the balance due prints under the grand total.
🎯 Hit a target total
Type the total you have been asked to reach — the discount needed is worked out backwards through tax, freight and round-off.
Cost & Margin off▾
Adds a Cost box to every line item. Costs are stored with the quote but never printed — the document is unchanged.
Rewrites each line's rate to cost ÷ (1 − target). Lines with no cost are left alone.
Bank Details ▾
Terms & Notes ▾
Payment Schedule & Warranty ▾
Percent rows are taken on the grand total. Amounts compute live and print in a small table under the totals.
Letterhead & Company ▾
🏷 Company profiles
Stores the letterhead, bank details and signature block together. Line items and the customer are not touched.
Signature Block ▾
Appearance ▾
The margin is drawn by the document itself, which is what keeps Chrome from printing the file path, title and page number into the PDF.
Tiled behind the text on every page, so a draft can never be mistaken for the final document.
The GST summary and payment schedule print in a two-up strip under the totals. The running header repeats a slim company line on each printed page — useful for multi-page quotes.
This opens your browser's print dialog — choose "Save as PDF" as the destination. Everything runs locally in this file, nothing is uploaded anywhere.
Everything below is computed from your saved quotes.
Keyboard shortcuts
Everything here works from anywhere in the app.
Product catalog
Add, edit and price the products you quote. Saved on this device — never printed on a quote.
Quote & Invoice Builder
Quotations, proforma & tax invoices, estimates and purchase orders — then print or save as PDF.
🔒 100% private. Everything runs in your browser — nothing you type is uploaded or sent anywhere. Your saved documents stay on this device only.
• GST-ready — CGST/SGST or IGST, HSN-wise summary, amount in words.
• Your branding — logo, letterhead, bank & signature saved once, reused on every document.
• Full document set — quotation, proforma, tax invoice, estimate and purchase order.