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Quotation & Invoice SystemOverview

Introduction to QIS

Quotation & Invoice System · AI-Powered Billing Platform

QIS (Quotation & Invoice System) is an all-in-one intelligent billing and financial workflow platform engineered to streamline how modern businesses quote, bill, and get paid. Instead of juggling disconnected spreadsheets, manual templates, and delayed communication, QIS unifies the entire sales-to-settlement lifecycle into a single, high-efficiency system. With integrated AI assistance, business owners and sales teams can transform raw client project scopes or item lists into polished, custom-branded quotations in just seconds, complete with automated price calculations and customizable profit margins. Once approved by the client, every quotation converts seamlessly into a 100% GST-compliant tax invoice with a single click, automatically assigning the correct HSN/SAC codes and computing multi-tier CGST, SGST, and IGST breakdowns without human error. Behind the scenes, QIS maintains an audit-grade, live double-entry client ledger that reconciles partial payments, advances, credit notes, and outstanding balances in real time. To ensure you never have to play the role of the uncomfortable collections agent, the built-in reminder engine automates courteous payment follow-ups across WhatsApp and Email on tailored schedules, pausing instantly the moment payment is received. By bridging billing speed with accounting precision, QIS slashes administrative billing overhead by over 80% while accelerating cashflow recovery up to 2x.

Features of QIS

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Dashboard #01
ACTIVE
Live Analytics
+24.8%

Dashboard

View revenue summaries, billing health, and key financial metrics at a glance.

Revenue InsightsBilling TrendsKPIs
Invoicing #02
ACTIVE
Invoice#INV-1024
Total₹85,000

Invoice Management

Create, send, and track professional invoices with automated reminders.

Flexible InvoicesSmart BillingPayment Links
Quotations #03
ACTIVE
$18.00

Quotation Management

Generate customer quotations instantly and convert them to invoices seamlessly.

Price CalculatorQuote-to-InvoiceSend Through
Client CRM #04
ACTIVE
JD
AS

Client Management

Centralize customer data, view interaction history, and manage contacts.

Client ProfilesContact HistoryNotes
Catalog #05
ACTIVE
Price

Services/Catalog

Define and manage a catalog of services with standardized pricing.

Service PricingPricing TiersTax Services
Payments #06
ACTIVE
$
Collected
Pending

Payment Tracking

Monitor collected and pending payments across all invoices and clients.

Paid InvoicesReconciliationOutstanding
Reports #07
ACTIVE
P&L Report

Revenue Reports

Access comprehensive reports on billing activity, profitability, and tax data.

Billing ReportsProfitabilityTax GST
Templates #08
ACTIVE
Classic
Default
Proposal
Minimal
Compact

Invoice & Quotation Templates

Choose from diverse professional templates to match your brand.

DefaultModernClassicMinimalCompact
Live Product Walkthrough

Transform Your Workflow with QIS

Interactive walkthrough of all 8 core modules in action. Watch how easy it is to deploy and manage live.

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Live Demo Video · QIS8 Modules

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