Global Quotes

Reopened quotation — it is printing the GSTIN, contact and bank details that were saved with it, so it reprints exactly as it was sent.

Company

Print Mode

Quote Details

Quotation No.

Date

Validity Site / Project Attention Client name & address (one line each) Saved clients

Subject

Body Text

Salutation Opening paragraph Closing line Authorised signatory

Pick who signs this quotation (manage the list in Settings → Signatories). When set, their signature image, name and title print in the sign-off.

Sign-off label · used when no signatory is chosen

Show quantity & amount columns Show grand total row Show grand total in words

Terms & Conditions

Saved Drafts

Backup & Transfer

Backs up drafts, history, saved clients and settings to Documents/Global Quotes/Backups. Copy that file to another computer (e.g. the Windows machine) and use Import backup there. Importing replaces that computer's data.

Exported Quotations

Company Defaults

Everything below is saved for the selected company only, prints on all its quotations, and is included in backups.

Identity & Contact

GSTIN

Phone 1

Phone 2

Email Website Address

Bank Details

Account name

Account no.

IFSC code

Bank & branch UPI ID UPI QR image

No QR

Take a screenshot of your UPI QR (PhonePe / GPay / Paytm / bank app) and pick it here — it prints beside the bank details. Stored in the app, so it works on phones too and travels with your backups.

Bank details print below the terms; leave them all blank to hide the block.

Signatories · all companies

Create the people who can sign quotations — a name, title and a signature image each (scan/photo, ideally on a white or transparent background). Choose who signs each quote in the Quote tab; their image, name and title print in the sign-off block. Stored in the app and included in backups.

Numbering

Next quotation number

Auto-numbering for this company starts here — e.g. 25 → GRM/QTN/2026-025. If History already has higher numbers, the next one after those is used.

PDF Save Location · all companies

Exported PDFs are saved to

Pick where Export PDF and Print save files. Leave as default to use Documents / Global Quotes. This setting is included in backups.

Content exceeds one A4 page even at the tightest spacing. Remove a row or shorten the terms.

Address