How GatiDoc works
Less Work to Create Every Quotation.
Your salesperson still sells, reviews and decides.
GatiDoc reduces the repetitive setup and data entry around every quotation, so the team can move from customer requirement to a ready-to-share quote with less friction.
- Customer details from GST number
- Product Y added while quoting
- Freight and packing included
Ready for salesperson review
The problem we kept seeing
The Quotation Wasn't the Hard Part. Everything Around It Was.
In many CRMs and business systems, creating the quotation is possible. But the work around it keeps pulling the salesperson away from it — customer setup, product setup, specifications, commercial details.
Customer setup
Find or create the customer, enter company details
Product setup
Product missing? Leave, create it, return
Quotation
The actual sales work
Specifications
Enter the details this customer needs
Commercial details
Freight, packing and other charges
The GatiDoc approach
Start With the Quotation. Handle the Rest While You Work.
Customer
ABC Industries
GST 24ABCDE1234F1Z5 · company details available
| Product | Specification | Qty | Amount |
|---|---|---|---|
| Product X | Grade A | 25 | ₹45,000 |
| Product Y · reusable next time | Standard | 10 | ₹9,500 |
- Subtotal
- ₹54,500
- Discount 5%
- − ₹2,725
- Freight
- ₹1,200
- Packing
- ₹600
- GST 18%
- ₹9,643
- Total
- ₹63,218
+ New customer
GST number → company details available
+ Missing product
Add Product Y → reusable next time
+ Specification
Add the required field and value
+ Commercial details
Freight · Packing · Discount · GST
Stay in the quotation. Add what's missing. Reuse it next time.
Create while you work
Don't Prepare Your Masters Before You Can Prepare a Quote.
Traditional software
- Quotation
- “Product not found”
- Leave quotation
- Product Master
- Create product
- Return to quotation
GatiDoc
Product X becomes available for reuse.
Create now.
Reuse next time.
Less customer setup
Why Type Company Information the System Can Fetch?
GST number
Available company details
Salesperson adds only what is still needed: Contact person · Phone · Email
GST number
Salesperson completes
Business-specific quotations
Your Quotation Should Fit How Your Business Sells.
Where supported, configured fields and commercial details sit inside the same quotation — instead of forcing every deal into one rigid generic form.
Fields
- Specification
- Model
- Size
- Grade
- Delivery
| Product | Specification | Model | Size | Grade | Delivery | Qty |
|---|---|---|---|---|---|---|
| Product X | As per drawing | PX-2 | 25 mm | A | 2 weeks | 25 |
| Product Y | Standard | PY-1 | 40 mm | B | 1 week | 10 |
- Subtotal
- ₹54,500
- Freight
- ₹1,200
- Packing
- ₹600
- Discount 5%
- − ₹2,725
- GST 18%
- ₹9,643
- Total
- ₹63,218
Commercial
- Freight
- Packing
- Discount
- GST
Desktop not required
Create It the Way the Moment Demands.
Voice
When you're with the customer.
Text
When describing the requirement is easier.
Manual
When you want direct control.
Quotation ready for review
DraftHowever it starts, the salesperson reviews before sharing.
Explore Voice Intelligence- Valve — 25 mm
- Valve — 40 mm
- Valve seal kit
- Valve body — cast
Select → continue to line item 8
Fast without AI too
Even Manual Quotation Creation Should Feel Fast.
- Few products?
- Select directly.
- Large catalogue?
- Type a few characters and find what you need.
Ready for review
Fast to Create. Professional When It Reaches the Customer.
Customer, products, specifications, quantities, prices, discount, charges, GST and terms come together into one professional quotation, ready for the salesperson to review and share.
- Customer
- ABC Industries
- Products
- Product X, Product Y
- Specifications
- Grade A · Standard
- Quantity
- 25 pcs · 10 pcs
- Price
- ₹1,800 · ₹950
- Discount
- 5%
- Charges
- Freight ₹1,200 · Packing ₹600
- GST
- 18%
- Terms
- Validity 15 days
- Total
- ₹63,218
After “send”
Sending the Quotation Isn't the End of the Story.
Created
Mon
Shared
Mon
Viewed*
Mon
Revised
Wed
Accepted
Fri
*Where available. Illustrative interface with sample data.
Becomes customer history
- 12 JunQuotation QT-0301 acceptedQuotation
- 02 SepQuotation QT-0412 sharedQuotation
- 03 SepQuotation viewed (where available)Activity
- 05 SepCustomer asked for a revisionActivity
- 06 SepRevised quotation acceptedQuotation
Context for what's next
Every Quotation Creates Context for What Happens Next.
Customer history
“What happened with this customer?”
GatiDoc intelligence
GatiDoc can use relevant sales context to help your team understand what needs attention next.
- Urgent
ABC Industries
No reply since the quotation was shared
- Very urgent
XYZ Traders
Quotation expires tomorrow
- When free
Shree Engineering
Sent, not followed up yet
Your Salesperson Should Spend Time Selling. Not Preparing the Software to Sell.
Less setup before the quote
Add customers, products and required information as part of the work instead of preparing everything first.
Less repetitive entry
Reuse customer, product and sales information already created.
More context after the quote
Keep quotation activity and customer history available for the next conversation.
Especially Useful When Quotations Are Part of Everyday Sales.
- Manufacturers
- Traders
- Distributors
- Engineering businesses
- Building-material businesses
- Other quotation-heavy sales teams
FAQ
How GatiDoc Works — Common Questions
See How Much Work You Can Remove From Every Quotation.
Bring us one of your real quotation workflows and see how GatiDoc would handle it.