Decimal Quantity Support
You can now enter item quantities in decimal values (e.g., 1.5, 2.75, or 0.25) for more accurate quotations.
Version No.: 1.12.14 | Release Date: 26/06/2026
Add Subject & Body to Quotations & Proforma Invoices
Now add subject and body messages on your quotes. This helps you personalise your quotations for your customers even more.
- (i) Save messages by default.
- (ii) Give power to users for edit and delete.
- (iii) You can format the text to make it more impactful.
Version No.: 1.12.14 | Release Date: 23/06/2026
Duplicate Quotations
Now users can create new quotes by duplicate existing ones by a simple click on one button.
- (i) Save time by just duplicating existing quotes.
- (ii) Modify the necessary fields and quote.
- (iii) Duplicated quotations can be seen via icon and its history.
Version No.: 1.12.14 | Release Date: 22/06/2026
Quotation Date Management
- (i) Users can now change quotations dates to both past and future dates.
- (ii) A new permission setting has been introduced, allowing admin to control whether salespersons & branches can modify quotation dates.
- (iii) This enhancement provides greater flexibility while ensuring admin oversight of quotation records.
- (iv) The actual date and time of creation will be visible on the quotation list page.
Version No.: 1.12.14 | Release Date: 20/06/2026
Default Display Settings for Quotations
- (i) Admin can now define default display settings that are automatically applied to all newly created quotations.
- (ii) These settings can be configured for both admin, branches and salespersons, eliminating the need to repeatedly apply the same preferences for each quotation.
- (iii) Salespersons with the appropriate permissions can customize these settings; otherwise, the admin-defined defaults will be applied automatically.
Version No.: 1.12.14 | Release Date: 14/06/2026
Text Editor for Enhanced Content Formatting
A new rich text editor for content formatting has been introduced for:
- (i) Special Notes
- (ii) Terms & Conditions
- (iii) Item Descriptions
Version No.: 1.12.14 | Release Date: 08/06/2026
Tally Integration (Paid)
- (i) QuoteMan can now be integrated with Tally, enabling seamless synchronization of customer and item masters.
- (ii) Flexible sync options are available, including Tally to QuoteMan, QuoteMan to Tally, and a Two-Way Sync.
- (iii) Sales Orders can now be created in Tally from Proforma Invoices generated in QuoteMan on a single-click.
- (iv) To enable Tally Integration in your QuoteMan account, please contact the Support Team.
Version No.: 1.12.14 | Release Date: 02/06/2026
Item Display Name in Quotation PDF
A new Display Name field has been introduced alongside the Item Name.
- (i) This feature can be enabled from Settings.
- (ii) If a Display Name is entered, it will appear in the Quotation PDF instead of the original Item Name.
Version No.: 1.12.14 | Release Date: 28/05/2026
Editable Quotation Heading
A new setting has been added: Enable Quotation Heading Editable Feature.
- (i) Access can be controlled branch-wise and salesperson-wise through permission settings.
- (ii) Users with granted permission can edit the quotation heading.
- (iii) Users without permission will have view-only access.
Version No.: 1.12.14 | Release Date: 22/05/2026
Quotation Assignment to Salesperson
Admins can now directly assign quotations to salespersons, making quotation tracking and responsibility management more streamlined and efficient.
Version No.: 1.12.14 | Release Date: 13/05/2026
Admin Control Item Rate Permissions
Admins can now grant or restrict item rate modification permissions for branches and salespersons from Settings > Permissions. This ensures that users cannot change item rates according to their own requirements without authorization, helping maintain pricing consistency and improving overall security and accountability within the quotation workflow.
Version No.: 1.12.14 | Release Date: 04/05/2026
Admin Control Item Discount Permissions
Admins can now control whether branches or salespersons are allowed to apply discounts on items directly from Settings > Permissions, ensuring tighter control over pricing across the system. This feature helps maintain consistency in quotations while preventing unauthorized discount usage, ultimately improving security, accountability, and overall pricing discipline within the workflow.
Version No.: 1.12.14 | Release Date: 26/03/2026
Export Items & Sub-item in CSV Format
Users can now export both Items and Sub-Items in CSV format, providing quick and structured access to data in a downloadable file. This feature simplifies bulk data management, making it easier to analyze information, maintain records, and share item details externally without manual effort. Overall, it enhances workflow efficiency by enabling smooth, organized, and hassle-free data handling outside the software.
Version No.: 1.12.14 | Release Date: 25/03/2026
Profile & Settings Layout Update
The Profile page is now redesigned into five clear sections for faster access and smoother navigation: Admin & Organization Details, Branding & Display, Numbering & Prefix, Bank Details, and Terms & Conditions. This improved layout makes it easier to manage important settings like company information, branding preferences, quotation prefixes, start numbers, bank details display, and default terms in one convenient place-helping you maintain better control, consistency, and efficiency across your documents.
Version No.: 1.12.14 | Release Date: 26/02/2026
Special Notes in Quotations & Proforma Invoice
Add important notes—such as discount reasons, special instructions, or internal remarks—directly within Quotations and Proforma Invoices. A simple toggle lets you decide whether the note is visible on the document or kept for internal reference, ensuring clear communication.
Version No.: 1.12.14 | Release Date: 18/02/2026
Include Item Description, Image & catalog in Sub-items
Sub-items now support descriptions, images, and catalog uploads. This helps provide clearer quotations, especially when listing similar products with different sizes or variations.
Version No.: 1.12.14 | Release Date: 11/02/2026
Multiple Mobile Numbers per Profile
Add and manage multiple mobile numbers for each profile, and choose which number to display on Quotations and Proforma Invoices (PI). This gives you flexibility to show the right contact details for different clients, branches, or business needs.
Version No.: 1.12.14 | Release Date: 03/02/2026
Smart Sub-Item Search
Users can now easily search and find sub-items after selecting a parent item. This makes item selection faster, more accurate, and hassle-free—especially when dealing with large item lists or detailed quotations.
Version No.: 1.12.14 | Release Date: 31/01/2026
Approval Status Filter
Add status-based filters on the quotation list page so users can easily view Approved, Not Approved, and Pending quotations.
Version No.: 1.12.14 | Release Date: 08/12/2025
Hide Specific Fields
Choose to hide Quantity, Discount, GST, or Total fields in quotations as per your preference.
Version No.: 1.12.14 | Release Date: 19/11/2025
GST on Additional Charges
Apply GST to extra costs like labour charges or other additional charges when needed.
Version No.: 1.12.14 | Release Date: 03/11/2025
Secondary Unit Rate
Define a Secondary Unit Rate for your items for better rate flexibility.
Version No.: 1.12.14 | Release Date: 21/10/2025
Sub-items in Quotations
Add sub-items under main items for detailed product or service breakdowns.
Version No.: 1.12.14 | Release Date: 08/10/2025
Custom Sales Status
Create and manage your own sales statuses for better tracking.
Version No.: 1.12.14 | Release Date: 27/09/2025
Action Comments
Add comments when performing actions on quotations and view them in quotation history.
Version No.: 1.12.14 | Release Date: 14/09/2025
Multiple Contact Persons
Add multiple contact persons per customer with Name, Mobile, E-mail, Designation and Aadhaar - and mention them in "Kind Attention".
Version No.: 1.12.14 | Release Date: 05/09/2025
Authorized Signature & Stamp
Add an Authorized Signature and Stamp to your quotations for operational presentation.
Version No.: 1.12.14 | Release Date: 27/08/2025
Project & Segment Details
Include Project Details and Segment Type directly in your quotations.
Version No.: 1.12.14 | Release Date: 16/08/2025
Commission Assignment
Assign commissions to Salespersons or Customers directly within the quotation.
Version No.: 1.12.14 | Release Date: 05/08/2025
New Templates
Fresh, professional Proforma Invoice and Quotation templates for improved presentation.
Version No.: 1.12.14 | Release Date: 27/07/2025
Common Quotations & Proforma Invoices
Create Common Quotations and Proforma Invoices that can be shared across branches and sales persons.
Version No.: 1.12.14 | Release Date: 15/07/2025
