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Quotations & Estimates

How to generate customer price quotations and estimates without recording sales, moving inventory, or creating khata dues.

Quotations & Estimates

Customers frequently request price estimates or written quotations before deciding on a large purchase or project. EzDukkan lets you create formal, branded estimates in seconds without disturbing your inventory or sales books.

  1. On the billing screen, add the products or services the customer is inquiring about.
  2. Enter the proposed rates, quantities, and discounts.
  3. Click Estimate in the action bar (or press Alt+E on desktop).
  4. The quotation preview modal opens with your shop header, items list, and calculated subtotal.

At the top of the estimate preview, choose your PDF language:

  • English
  • हिंदी
  • मराठी

The quotation document instantly re-renders in that language, applying the correct formal wording (such as ESTIMATE / QUOTATION or अंदाजपत्रक).

  1. Click Download to save a PDF directly to your phone or computer.
  2. Share the PDF with the customer via WhatsApp or print a paper copy to hand over across the counter.
  3. When the customer confirms the order later, simply create an invoice with those items.

Estimates are completely non-binding and non-financial:

  • Watermarked: The document is clearly titled ESTIMATE / QUOTATION to distinguish it from a tax invoice.
  • No sale recorded: Nothing is added to today's sales, turnover, or tax liabilities.
  • Stock untouched: Product inventory remains unchanged on your shelves.
  • No khata balance: No dues or pending balances are placed on the customer's account.