01
Create Quote
Add customer and line items from the saved master.
Quotation and Invoice Builder
GST-ready quotations and invoices in under 60 seconds.
Create branded quotations, convert accepted quotes to GST-compliant invoices, collect payments through links, and keep every receivable visible from one cloud workspace.
Quotation BuilderCreate branded quotations with customer details, validity date, line items, discounts, GST rates, notes and terms.
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One-Click Quote to InvoiceConvert an accepted quotation into a tax invoice without retyping customer, item or tax details.
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GST Tax EngineAuto-apply CGST and SGST or IGST based on seller and buyer state, with HSN and SAC support.
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Branded PDF OutputGenerate clean quotation and invoice PDFs with logo, terms, totals in words and signatory blocks.
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Payment LinksAttach UPI, Razorpay or PayU payment links directly to invoice messages and PDFs.
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I.Product system / Core capabilities001 / 008
Core Capabilities
Everything from first quote to final payment.
Built for freelancers, traders, service businesses and manufacturers that want professional billing without spreadsheet chaos.
QB
Quotation Builder
Create branded quotations with customer details, validity date, line items, discounts, GST rates, notes and terms.
INV
One-Click Quote to Invoice
Convert an accepted quotation into a tax invoice without retyping customer, item or tax details.
GST
GST Tax Engine
Auto-apply CGST and SGST or IGST based on seller and buyer state, with HSN and SAC support.
PDF
Branded PDF Output
Generate clean quotation and invoice PDFs with logo, terms, totals in words and signatory blocks.
PAY
Payment Links
Attach UPI, Razorpay or PayU payment links directly to invoice messages and PDFs.
DUE
Receivables Dashboard
Track overdue invoices, days outstanding, partial payments and customer balances in one place.
WA
WhatsApp Sharing
Send quotations, invoices and payment reminders through WhatsApp with ready-to-send customer messages.
CAT
Customer and Product Master
Save customers, products, services, HSN codes, tax rates and prices for fast repeat billing.
MAIL
Email Dispatch
Send professional quotations and invoices through email using SMTP or SendGrid integration.
ROLE
Roles and Access
Control who can create, approve, send, edit or cancel quotes and invoices.
REP
Reports and Analytics
View quote conversion, sales, tax, payment ageing and customer revenue reports.
LINK
Public Acceptance Links
Let customers view, accept or reject quotations through a secure public link without login.
II.Workflow / Quote to Payment002 / 008
Workflow
How the billing flow works
A simple path from enquiry to cash collection.
02
Preview PDF
Check branding, GST breakup and terms before sending.
03
Share Link
Send the quotation by WhatsApp or email.
04
Accept Quote
Customer confirms the quotation from a public page.
05
Create Invoice
Convert the accepted quote into a GST invoice.
06
Collect Payment
Track online, partial and overdue payments.
III.Product modules / Operating layers003 / 008
Operating Layers
Four operational layers of billing control
From the first quote to the final payment, every step is structured.
Layer 1
Quotation Builder
Professional proposals without formatting work.
- ✓Auto-generated quote numbersSequential numbering for every quotation.
- ✓Saved terms and brandingReusable templates with your logo and terms.
- ✓Line-item discount and GST calculationAutomatic tax calculation for each item.
Auto-generated quote numbers1.1
Saved terms and branding1.2
Line-item discount and GST calculation1.3
Financial-year invoice numbering2.1
CGST, SGST and IGST logic2.2
PDF, WhatsApp and email output2.3
Layer 2
Invoice Generator
Tax invoices that carry data forward from the quote.
- ✓Financial-year invoice numberingAuto-generated FY-based invoice numbers.
- ✓CGST, SGST and IGST logicState-aware tax calculation automatically.
- ✓PDF, WhatsApp and email outputMultiple delivery channels for invoices.
Layer 3
Payment Tracking
Know exactly who owes money and how long it has been pending.
- ✓Overdue dashboardSee all pending payments in one view.
- ✓Partial and advance payment trackingHandle split and advance payments.
- ✓Day 1, Day 7 and Day 15 reminder flowAutomated payment reminder sequences.
Overdue dashboard3.1
Partial and advance payment tracking3.2
Day 1, Day 7 and Day 15 reminder flow3.3
Sales and tax reports4.1
Role-based access control4.2
Searchable invoice archive4.3
Layer 4
Reports and Controls
Give owners and accountants clean billing visibility.
- ✓Sales and tax reportsQuote conversion, sales and tax analytics.
- ✓Role-based access controlDefine who can create, approve or cancel.
- ✓Searchable invoice archiveFind any invoice by number, customer or date.
IV.Buyer fit / Who it helps004 / 008
Who It Helps
Built for teams that need practical daily control.
Each module is shaped around real operating pain in Indian SMBs, not enterprise complexity.
Freelancers and Consultants
Professional PDFs, fast payment links and client-ready quotation formats.
Small Traders and Wholesalers
GST invoices, product masters and payment tracking for repeat customers.
Service Businesses
Simple billing from mobile browser with WhatsApp delivery.
Micro-Manufacturers
Itemised quotations with HSN codes, tax breakup and buyer-ready PDFs.
V.Positioning proof / QGenx vs manual005 / 008
Positioning Proof
QGenx vs Manual Operations
Why growing SMBs move from spreadsheets, paper and WhatsApp chaos to a structured QGenx workflow.
| Business Need | QGenx Approach | Manual Approach |
|---|---|---|
| Quote Creation | Template-backed quotes in seconds | Excel or Word files rebuilt every time |
| Invoice Conversion | One-click quote-to-invoice flow | Manual re-entry after customer approval |
| GST Logic | State-aware tax calculation | Manual CGST, SGST and IGST decisions |
| Payment Follow-Up | Ageing dashboard and reminders | Memory, phone calls and scattered WhatsApp chats |
| Storage | Cloud archive searchable from any device | Files lost across laptops and phones |
| Multi-User Access | Role-based access for sales, accounts, and management teams | Single-user Excel or one person handles all invoicing |
| Recurring Invoices | Auto-generate invoices for retainer and subscription customers | Manual creation every billing cycle |
VI.FAQ / Invoice buyer questions006 / 008
FAQs
Frequently asked questions about QGenx Quotation and Invoice Builder.
Eight practical answers for businesses moving from manual billing to a structured quote-to-payment workflow.
Can QGenx Quotation and Invoice Builder work as a standalone product?
Yes. It is a standalone product and can be used without any other QGenx module for creating quotes, invoices and tracking payments.
Does it support GST-compliant invoices?
Yes. CGST, SGST and IGST are automatically calculated based on seller and buyer state. HSN/SAC codes can be attached to each line item.
Can I convert a quotation into an invoice?
Yes. One click converts an accepted quotation into a tax invoice without retyping any customer, item or tax details.
How do payment links work?
UPI, Razorpay or PayU payment links can be attached directly to invoices. Customers can pay online and the status updates automatically.
Can I send quotes through WhatsApp?
Yes. Quotations and invoices can be shared as PDFs via WhatsApp with ready-to-send customer messages.
Does it track overdue payments?
Yes. The receivables dashboard shows overdue invoices, days outstanding, partial payments and sends automatic reminders.
Can customers accept quotes online?
Yes. Each quotation has a secure public link. Customers can view, accept or reject the quote without logging in.
How does AI help inside the invoicer?
AI can suggest payment reminders, highlight overdue accounts, flag unusual discount patterns and provide cash flow insights.
VII.Customer success / Proof console007 / 008
Customer Success
Trusted by teams that quote and collect faster.
VIII.Contact / Next action008 / 008
Ready to make billing faster and cleaner?
Move from scattered Excel files to a single quotation, invoice and receivables workflow built for Indian SMBs.