Production Quotes & Invoices

Dashboard

Welcome to Production Quotes & Invoices Management System

Total Services

-

Active Bundles

-

Active Customers

-

Create Quotation

Build a new quotation for client

Manage Customers

View and manage your customer database

Manage Services

View and manage your services catalog

Manage Settings

Configure currencies and defaults

Quotations Activity (Last 14 Days)

Quotations Invoiced

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Services Manager

Manage your services and rates

Add New Service

Service Code *

Service Name *

Service Bundles

Create and manage service package bundles

Bundle Builder

Bundle Code *

Bundle Name *

Bundle Unit

Bundle Description

Bundle Items

Service	Quantity	Base Rate	Total Cost	Optional	Included by Default	Notes	Actions

Bundle Summary

0

Total Items

0

Included Items

PKR 0.00

Total Cost

PKR 0.00

Included Cost

Customer Management

Manage your client database

Client Name	Contact Person	Contact Info	Location	Status	Actions

Quotations

Manage your quotations and generate invoices

Current Template: No template selected

Quotation Builder

Status: Current

Company Template *

Quotation Number *

Client Name *

Contact Person

Project Title

Currency

Issue Date

Valid Until

Header Buffer %

Tax Rate %

Discount Type

Discount Value

Client Address

Expand Bundles (show individual items instead of bundle totals)

Line Items

First line: Select bundle package • Additional lines: Individual services/add-ons

Service	Rate	Bundle Cost	Buffer %	Adj. Rate	Qty	Total	Actions

Quotation Totals

Subtotal:

0.00

Tax:

0.00

Discount:

0.00

Grand Total:

0.00

Notes

Quote #	Client	Project	Date	Status	Total	Actions

Showing 0 of 0 quotations

Invoices

View and manage generated invoices

All Invoices

Invoice #	Client	Issue Date	Due Date	Amount	Status	Actions

Showing 0 of 0 invoices

Settings

Configure application settings and currency rates

Current Template Selection

Select which company template to use by default for new quotations and invoices

Active Template

This template will be used by default for new documents

Company Templates

Manage company templates for quotations and invoices

Template Name	Company	Currency	Default	Status	Actions

Currency Rates

From	To	Rate	Notes	Actions

Units

Add New Unit

Units become available in service and bundle forms.

Available Units

Application Settings

Legacy settings - most values are now managed through Company Templates above

Default Currency

Base Currency

Default Tax Rate %

Default Discount Type

Default Discount Value

Default Header Buffer %

Default Terms & Notes

Quotation Terms

Invoice Terms

Default Quotation Notes

Default Invoice Notes

Access Required

Dashboard

Create Quotation

Manage Customers

Manage Services

Manage Settings

Pricing Formula Reference

Quotations Activity (Last 14 Days)

Services Manager

Add New Service

Service Bundles

Bundle Builder

Bundle Items

Bundle Summary

Import Bundles from Excel

Customer Management

Add New Customer

Quotations

Quotation Builder

Line Items

Quotation Totals

Invoices

Create/Edit Invoice

All Invoices

Settings

Current Template Selection

Company Templates

Currency Rates

Units

Application Settings

Default Terms & Notes

Access Required

Dashboard

Create Quotation

Manage Customers

Manage Services

Manage Settings

Pricing Formula Reference

Quotations Activity (Last 14 Days)

Services Manager

Add New Service

Service Bundles

Bundle Builder

Bundle Items

Bundle Summary

Import Bundles from Excel

Customer Management

Add New Customer

Quotations

Quotation Builder

Line Items

Quotation Totals

Client Quotation History

Invoices

Create/Edit Invoice

All Invoices

Settings

Current Template Selection

Company Templates

Currency Rates

Units

Application Settings

Default Terms & Notes

Add Company Template

Template Information

Company Information

Financial Settings

Terms & Notes

Change Current Template

Quotation Preview

Invoice Preview