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How to Create a Quotation With Munim?
3 Easy Steps That Help You Save Time and Effort!
Fill in the Quotation Details
Click on the create quotation button. Fill in the customer information, product/service details, and other crucial information.
Quotation Format
Munim offers a wide array of quotation templates that match your requirements. Select the template, enter all the details, and check the quote on the listing page.
Share and download
Once you are ready to generate quotes, download and share them with your clients. You can either print the quote or directly mail the quotation.
Types of Quotations You Can Create with Munim’s
Quotation Maker
Munim’s quotation maker is a one-of-a-kind product available in the market. With this generator, you can create quotations for various industries. If you are creating a quotation for the first time, you must know how to create one and what details to include. The following is the brief description:
Sales Quotation Generator
The cost of goods or services is outlined in a sales quotation before a deal is closed. It makes everything transparent and puts expectations in place. With an online quotation maker, you can:
Include product details and quantities.- Add applicable GST.
- Customise with your branding.
- Send instantly as a PDF or WhatsApp message.
Include product details and quantities.Price Quotation Generator
A price quotation generator is useful, particularly when raw materials, import duties or logistics costs are involved. These prices vary frequently due to market or currency fluctuation. That’s why it is important to have a good quotation generator so that your quotation can be accurate.
- Item description and specifications.
- Quantity and unit price.
- Taxes, duties, and delivery charges.
- Total cost with a clear breakup.
- Validity period and terms of payment.
Marketing Quotation Generator
From influencer campaigns on Instagram to SEO services for startups, there are a variety of pricing models. That’s where a marketing quotes generator helps.
Unlike sales or price quotations, marketing quotations may even involve specifications of services, timelines and deliverables. It needs to be visually appealing as it is expected by clients even at the proposal stage.
What to Include:
- Campaign scope (e.g., social media ads, influencer collabs).
- Duration (1 month, 3 months, etc.).
- Cost breakdown per activity.
- Payment milestones.
Business Quotation Generator
A business quotation generator helps business owners to generate quotations for B2B dealings, bulk orders and recurring orders.
Why Businesses Prefer Online Quotation Maker:
- Campaign scope (e.g., social media ads,
influencer collabs).
- Brand customization
- Terms and conditions customisation
Freelance Quotation Generator
Freelancers may have a difficult time creating professional quotes. This is where having a freelance quotation generator can be useful. A neatly designed quotation sets the right tone. It indicates you’re serious, organised, & trustworthy. With an online quotation maker, you can:
- Mention the scope of work.
- Set milestones for payment (such as 50% advance, 50% on delivery).
- Add some disclaimers (e.g. “two revisions included.”)
- Share out links to your portfolio.
5 Simple Tips to Create Appealing Quotations
Creating appealing quotes is not that easy. You need to know the necessary details to add to the online quotation maker. Munim assists you with filling in the required details, making it effortless to generate quotes online. Let’s quickly scroll down to see tips for generating appealing quotes.
Understand the Requirement
Before you generate quotations, it is crucial to understand your client’s requirements. If you fail to note down the client’s needs accurately, you will not be able to process the quotes properly. Carefully examine the quality of service needed, the conditions of availing the service, and the budget.
Timeline Estimates
Check out the estimated deadlines your client has demanded. Compute the timeline for your services and see if you can deliver them before the deadline. Also, give them an estimated deadline to avoid further disputes.
Costs Estimates
Before you quote the final amount, evaluate all the services and their associated costs. These include labour charges, material costs, additional service costs, travel expenses, etc. Give the client an overall cost estimate to avoid losses.
Competitor Analysis
Ensure you are thorough with the competitor analysis. Make sure you check out what your competitors are charging for specified services. Offering better deals than your competitors will help you grab more customers
Leverage Munim’s Quotation Templates
Get a smarter solution to save your time and effort. Get a quotation maker from online tools. They will help you quote your clients in an intelligent way. Munim offers an online quotation maker to help you create quotes within seconds. Try Munim for free!
Mistakes to Avoid While Creating a Quotation
Missing Essential Details
One of the most common mistakes is not providing important information. Always ensure a quotation includes the following details:
- Client’s name and contact information
- Date of issue
- Description of goods or services
- Unit price and total price
- Applicable taxes (like GST)
- Terms and conditions
- Validity period of the quotation
Imagine you are sending a quotation without mentioning GST. The client accepts your offer, but then you notice that you forgot to include taxes. That could cause confusion, or worse, it could lead to disputes.
Tip: You must use an online quotation generator to create professional and error-free quotations.
Using Vague Descriptions
Would you purchase something if the details were not clear? Probably not. Many businesses are known in terms of credibility due to their vague quotations. For example:
Wrong: Digital Marketing Services – Rs. 50,000
Better: Social media management for Facebook & Instagram, including 12 posts per month and weekly ad campaign optimisation – Rs. 50,000
The more clarity, the easier it is for clients to trust your offer.
Ignoring Current Trends in Pricing
The change in GST structure for almost all goods and services has led to price fluctuations. If you are still quoting based on the pre-GST reforms prices, you can end up either overcharging or undercharging.
Clients nowadays expect to receive transparent and updated quotations. Many even prefer a quotation generator, which helps to calculate the costs as per the current GST slabs and the current market rates.
Forgetting the Validity Period
Have you ever been in a situation where a client returned after six months asking for the same product at the same price that you quoted 6 months ago? If you don’t mention the validity period, you may have to honour the old rates.
Pro Tip: Always mention, “This quotation is valid for 30 days from the date of issue.” It protects you from future disputes.
Not Customising for the client
Sending generic quotations is another mistake. Clients want to feel valued. If you are just copying and pasting details,
they will know.
For instance, a construction quotation to a corporate client should emphasise compliance and safety, whereas a construction quotation to a homeowner should emphasise cost-effectiveness and reliability.
Even simple personalisation, like calling the client by name, makes a difference.
Calculation Errors
This one is a deal-breaker. One mistake in calculation can make you appear unprofessional. It might also cost you money in case the client insists on the lower quoted price.
Instead of going through the process of manually preparing everything, switch to an online quotation maker. These tools automatically compute totals and minimise the possibilities of errors.
Ignoring GST and Legal Compliance
In India, GST is non-negotiable. If you do not mention the details with respect to GST in the proper manner, then you may face compliance issues. Quotation formats should always contain:
- GSTIN number
- Tax breakup (CGST, SGST, IGST)
- HSN/SAC codes (if applicable)
A professional quotation generator ensures these details are added correctly.
Not Highlighting Payment Terms
Inability to be specific about payment terms may result in cash flow issues. Should the client make an advance payment of 50%? When is the balance due? What about late fees? Clear payment terms not only build trust but also keep your finances in order.
Overloading with Unnecessary Jargon
Your client need not get confused by technical language. Keep your language simple, clear and to the point. Think of your quotation as a conversation, not something that must be put into a legal contract.
Skipping Digital Tools
Many businesses still prepare their quotations either manually or in MS Word. It works, there is no doubt about it, but it is highly prone to errors. In today’s tech-dominated world, when clients want instant, professional and mobile-friendly quotations, relying on a manual process is outdated.
Using a quotation maker or an online quotation maker helps in saving time and making a great impression.
Why Choose Munim’s Online Quotation Maker?
Munim brings the best online quotation generator for you with a range of features and benefits. Let’s deep dive into Munim’s features.
1. One Click Solution
Fill in all the details of product, service, customer, etc. and auto-generate quotes with Munim.
2. Simple UI/UX
Munim offers a well-designed interface with labelling tags, enabling users to navigate to an effortless quotation-generating experience.
3. Customisations
To improve brand recognition, you can customize your quotations by adding your company name, address, logo, theme, etc.
4. Free to Use
Munim offers multiple quotation templates for free that help you convert your proposals to invoices within seconds.
5. Preview
Once the quote is generated, you can check if all the details are filled properly and the quote is accurate by clicking on the preview button.
6. Download
Once the quotation is generated, you can download it in PDF format to be shared with the clients via email, Skype, etc.
7. Print
With our quotation maker, you can even print the quotation on A4-size paper to share it in a physical format.
How Does the Munim Quotation Generator Saves Time and Effort?
- You can create and store templates, eliminating the need to start from scratch whenever you want to create a quote.
- Automated calculations and a standard format reduce errors in generating accurate quotes.
- It ensures effortless client interaction by making tracking and accessing quotations easier.
- It can manage multiple quotations simultaneously.
Munim’s online quotation generator helps you provide a complete breakdown of the pricing structure, reducing confusion.
You can create and store templates, eliminating the need to start from scratch whenever you want to create a quote.
Automated calculations and a standard format reduce errors in generating accurate quotes.
It ensures effortless client interaction by making tracking and accessing quotations easier.
It can manage multiple quotations simultaneously.
Munim’s online quotation generator helps you provide a complete breakdown of the pricing structure, reducing confusion.
What Our Clients Say About Us?
Check out our Client Review about Munim GST Return Filing!
We used Tally to maintain our accounts for the past 15 years, and we were looking to adopt new technologies to manage our accounts. Finally, in 2022, we switched to Munim. Since Munim is cloud-based, the financial dashboards are updated on a real-time basis, which helps us in making faster decisions.
Nainesh Acharya
Consultant – 20 years exp.
This software has already saved many many hours reconciling our accounts, having previously done this manually for our business. 5 STARS!
Bhavesh Gohil
Munim User
I’m very much impress with this software, very light and easy to use, even fresher can use this, best part is that if get minor to minor issue u will get prompt response, Naryan alwz theier to help you. I will recommend this app.
Nuraveda Care
Business Owner
I have used this application, and its really good compare to other products Also, Mr.Manish and NArayana help always to understand the application .really appriciated both of them. they have available always whenever i required help. they came online and share the screen and try to resolve the issue immediately.
Pragati Solar
Business Owner
Wonderful software. Have been using their services for the last few days and it is extremely professional and hassle-free! Thank you. Keep up your good work.
CA Rahul Mistry
Practicing Chartered accountant
