Win more clients with stunning estimates and proforma invoices. SaralBill helps you draft, manage, and convert your business proposals into final tax invoices with zero effort. Perfect for service providers, wholesalers, and project-based businesses.
Everything you need to handle the pre-sales pipeline professionally.
Create detailed sales proposals with accurate item-wise pricing, GST, and HSN coding.
Instantly convert your approved quotes and proformas into final GST Tax Invoices.
Issue proforma invoices for advance payments before the final delivery of goods or services.
Set fixed validity periods for your quotes to drive faster decision making and urgency.
Deliver your quotes where your customers are. Share via WhatsApp, Email, or Print.
Track your pre-sales pipeline and see how many quotes are converting into real money.
From first proposal to final tax invoice, SaralBill handles everything in one unified workflow.
Draft itemized estimates with accurate pricing, discounts, and applicable GST parameters.
Send the PDF document link directly to your customer's WhatsApp window in 1-Click.
Issue a Proforma Invoice to request secure partial or advance payments via built-in UPI link.
Instantly convert the finalized quote into a legally compliant GST tax invoice with zero re-entry.
Which document should you issue to your client? Here is a simple comparison between Estimates, Proformas, and Tax Invoices.
| Feature / Attribute | Quotation / Estimate | Proforma Invoice | GST Tax Invoice |
|---|---|---|---|
| Purpose | Initial price proposal & terms outline. | Pre-sales request for advance payment. | Final commercial bill for goods/services. |
| GST liability | None | None | Yes (Final Tax) |
| Legal binding status | Non-Binding | Intent to Sell | Legally Binding |
| Inventory impact | No stock reduction. | No stock reduction (only reserved). | Reduces Stock |
| Collect payment | Not used for payments. | Collect Advance | Collect Full Payment |
| Next step | Convert to Proforma or Tax Invoice. | Convert to final GST Tax Invoice. | File GSTR-1 & process settlement. |
A quotation is often the first formal document a client receives from you. Make sure it reflects your brand's professionalism and attention to detail.
Start creating high-converting quotes today.
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