This guide is in English for now. The tool itself works in your language.
Quotation › Help
Quotation maker: help and how-to
Short articles on using the quotation maker at quotation.niveshsahayak.in, with the exact buttons and a worked example. Start with Make a quotation.
Making it
Fill it in, step by step, with worked examples.
Make a quotation or estimateMake a quotation or an estimate in the free Nivesh Sahayak maker: customer, validity, items, show GST or not, terms, then share the PDF on WhatsApp.Quotation to invoice in one clickConvert an accepted quotation into a GST invoice with Make invoice in Nivesh Sahayak, or into a sales order or challan from the App, without typing again.
Numbering, printing and saved copies
Number series, print, PDF, share and the list of saved ones.
Quotation numbersHow quotation numbers work in Nivesh Sahayak: QT series per business, restart every 1 April, change the prefix, and fix a duplicate number.Print, PDF, WhatsApp and designsPrint a quotation on A4, A5 or a thermal roll, pick one of 7 designs and copies, save a PDF, or share it on WhatsApp from Nivesh Sahayak.Saved quotations: open, copy, editFind any saved quotation in Nivesh Sahayak: search the Saved quotations list, open to edit or reprint, copy it as new, set its status.
Guides on this site
Rules and formats explained, with examples.
Contractor quotation formatGuideInterior and furniture quotation formatGuideIT and professional services quotation formatGuideSupplier and trader quotation formatGuideGST on a quotationGuideQuotation, estimate or proforma invoice?GuideWhat to put on a quotationGuideQuotation formats by businessGuideTerms and conditions for a quotationGuideFrom quotation to invoiceGuide
Something not clear, or a button that does not match what you see? Press Report it at the bottom of any page and tell us. Help for the whole software is at app.niveshsahayak.in/help, and for saved data at my.niveshsahayak.in/help.