Streamline Your Sales Pipeline with Balnzed
Quotations
From professional estimates to instant payments, manage your entire sales workflow in one place.
Quataion: QTY-00002
DraftQuataion
QTY-00002
Bill To
Customer
From
Company Name
Total Visibility of Your Sales Status
Stay on top of every lead with real-time status tracking. Whether you are following up on a lead or closing a deal, Balnzed keeps you organized.
Draft
Perfect your estimate before the client sees it.
Sent & Viewed
Know exactly when your client opens the proposal.
Partial & Paid
Track deposits and final payments with ease.
Converted
Turn successful quotes into professional invoices with one click.
Quotation : QT...
DraftThis is a DRAFT quotation and will be reflected to charts after it gets sent.
Create
Created this quotation on 16 Mar 2026
Send
Last Sent N/A
Collaborative Workflow & Approvals
Designed for growing teams. Balnzed ensures every quote meets your company standards.
Request Approval
Managers can review and approve quotations before they reach the client.
Activity History
View a complete audit trail of every change and communication sent.
Create, Customize, and Share
Build high-converting quotations that reflect your brand.
Complete Customization
Add attachments, detailed notes, custom footers, and automated VAT/Tax calculations.
Instant Sharing
Send your quotations via Email, WhatsApp, or share a Direct Link for the client to view online.
Mark as Sent
Manually track offline communications to keep your dashboard accurate.
Why Choose Balnzed for Quotation Management?
Speed to Sale
Create and send professional estimates in under 2 minutes.
Build Trust
Clear, well-structured layouts eliminate misunderstandings.
Zero Duplicate Work
Convert approved quotes into invoices instantly.
Mobile Ready
Manage your sales on the go with our integrated mobile app.
Frequently Asked Questions
How do I convert a quotation to an invoice?
Yes, the status will automatically update to 'Viewed' once the link is opened.
Can I track if a client viewed my quote?
Currently, you can track payments manually. Online invoice payment links will be available soon in a future update.
s there a limit to attachments?
You can drop files up to 5MB directly into the quotation.
Can I customize my quotations in Balnzed?
Yes! You can personalize quotations by adding notes, company branding, and custom fields.
Manage Global Finances Effortlessly
Get started with professional quotation management and streamline your sales process today.
Try Balnzed for Free