Quotation generation has never been so easy, yet so professional. Clientfisher — purpose-built to make the sales process organised and simplified for Indian SMBs — also aces the quotation builder. From a pre-loaded product catalogue to multiple quote profiles, branded headers, GST handling, and overall plus per-line-item discounts, Clientfisher lets your team send a polished quote in under a minute.
So why exactly is quotation generation given so much importance?
The quotation is your first formal interaction with a prospective client.
It represents your brand — every detail is on display.
A well-formatted, error-free quote signals professionalism.
Logo, header, and footer add brand visibility.
Product description and photo accelerate decision-making.
A quotation packs a lot into one document, and the more useful information you can include, the more transparency you offer to the client. Customers love information. Educate them on how the product works — specifications, pictures, pricing, discounts, payment terms — and you move them faster toward a positive decision.
That's exactly the part of the sales process Clientfisher automates.
1 Create Custom Quotations
Every business has its own way of formatting a quote and presenting data. With Clientfisher, the quotation format is fully customisable. You can configure:
- Company header and footer
- Introduction or covering letter
- Placement of date, quote number, and reference details
- Product descriptions, specifications, and pictures
- Payment terms and conditions
- Any additional clauses your business uses
- Logos and branding
You can even create multiple templates and reuse them with a single click whenever you need them.
2 Define the Format as Required
A typical quotation contains many different types of data:
- Company details and address
- Client details
- Product or service description
- Pricing and discounts
- Total and taxes (including GST)
- Payment terms and other notes
How each of these is placed, formatted, and prioritised on the page is fully under your control. Different businesses tell their pricing story differently — Clientfisher lets you mirror that.
Example: Suppose Company A manufactures hydraulic pumps, and Company B provides network cable laying services. Their product descriptions and pricing structures are poles apart.
Company A might need product item code, name, specification, catalogue tag, pricing, and a product picture for each item. Clientfisher lets them pre-configure their entire product catalogue — once that's set up, while generating a quote, they simply pick the product from a drop-down and every detail is filled in automatically.
Company B, on the other hand, isn't quoting a tangible product. Their quote needs the type of service, items involved, number of days, periodic maintenance, one-time charges, and recurring charges. That's also configurable as a separate quote profile.
Configure your products or services to fit how your business actually operates — and watch your sales close faster.
3 Multiple Quotation Templates
What if you deal with multiple types of products, supply to multiple states or countries, and have different discount rules for each? It's all covered in Clientfisher's quotation builder.
- Create multiple quote templates — by region, by tax structure, by discount type, by formatting style, or any other dimension your business needs.
- Templates can be pre-configured and edited any time.
- While generating a quote, simply pick the right template and all the pre-formatted data appears in one click.
- This eliminates the need to type the same content over and over — and dramatically reduces errors in the process.
See Clientfisher's Quote Builder Live
Book a free 30-minute personalised demo. We'll set up a sample quote profile with your branding, products, and tax structure — and show you a quote being generated in under a minute.
Schedule Free Demo →4 Apply Discounts the Way Your Business Actually Discounts
Discount logic is one of the most multi-faceted parts of pricing. Different products and services warrant different discount approaches — sometimes flat, sometimes proportional, sometimes per item, sometimes overall. Clientfisher gives you the flexibility to apply discounts the way your team actually closes deals.
Per Line-Item Discount
Quoting multiple items? Apply individual discounts on each product line, displayed clearly in the final quote — useful when different products carry different margins or campaigns.
Overall Discount
Want to give a flat deal across the entire quote? Apply an overall discount as either an amount or a percentage on the total — clean and easy to communicate to the customer.
Combined with Clientfisher's tax engine, this gives sales teams enough flexibility to handle most Indian SMB pricing scenarios — from B2B distribution discounts to one-time service deal sweeteners.
The Bottom Line
In a nutshell, Clientfisher is an all-in-one platform for sales management for Indian SMBs — and the quotation builder is one of the modules where the time-saving is most immediately visible. Pre-loaded product catalogues, multiple quote profiles, branded layouts, GST and tax handling, and flexible discount logic combine into a single workflow that turns a 30-minute Excel quote into a one-minute task.
For Indian SMBs that close deals on the back of clear, professional-looking quotes, that's not just a productivity gain — it's a conversion gain.
Ready to Send Better Quotes, Faster?
Book a free, no-obligation demo. We'll set up Clientfisher's quotation builder with your branding, your product catalogue, and your discount structure — and you'll see your next quote leave the office in under a minute.