| 1 |
Create templates for all the services provided with their price |
| 2 |
Set currencies to be used in this application |
| 3 |
User can edit and copy a template for future use |
| 4 |
Add new associate services and save their information |
| 5 |
Create new client and save information |
| 6 |
Create and send quotation to client |
| 7 |
Add more then one services in quotations |
| 8 |
Modify the pricing in Quotations, set discounts |
| 9 |
All the quotations can be sent as a PDF file |
| 10 |
Track pending, closed and deleted quotations |
| 11 |
Follow up on Pending Quotations |
| 12 |
Calculate service Tax and TDS |
| 13 |
Create and send Invoice to client |
| 14 |
Add more then one service in Invoice |
| 15 |
Calculate discounts |
| 16 |
Add Service Tax details, Pan number and account number details |
| 17 |
Track pending, closed and deleted Invoices |
| 18 |
Follow up on Pending Invoices |
| 19 |
Generate reports |
| 20 |
Email notifications |