Quotation Management in POS to Generate Fast Business Quotes
Send professional quotes in minutes and turn them into sales in one click.
Send clear quotations to customers and turn the approved ones into orders or bills without typing again.
SoftBar creates quotations from your product list and prices, shares them on WhatsApp or email, tracks follow-ups and converts accepted quotes into orders or invoices.
- Quick quotes
- Share instantly
- Convert to bill
SoftBar Quotations Features
From enquiry to signed order without retyping.
Quick quotes
From your product list and rates.
Share instantly
PDF on WhatsApp or email.
Convert to bill
One click to order or invoice.
Follow-up
See pending and accepted quotes.
Quote templates
Your logo, terms and validity.
Follow-up reminders
Never forget a pending quote.
What Is Quotations in a POS System?
A quotation is a price offer you send before a customer commits. Wholesalers, building material suppliers, furniture makers and B2B sellers send many quotes every week.
When quotes are made in Word or Excel, prices differ from the system, versions get confused and nobody follows up. When the customer finally says yes, everything is typed again.
SoftBar builds quotes from live prices, keeps versions, reminds you to follow up and converts accepted quotes into sales orders or invoices instantly.
Problems Businesses Face Without Quotations
Wrong prices in quotes
Old rates copied from files.
No follow-up
Quotes forgotten after sending.
Retyping on approval
Errors when making the bill.
Unprofessional format
Different looks each time.
Lost versions
Which quote was final?
No conversion data
Win rate unknown.
Insights from Quotations
Quotation reports show how well your sales process works:
- Quotes sent by period
- Accepted and lost quotes
- Conversion rate by salesman
- Average quote value
- Pending quotes to follow up
- Reasons for lost quotes
How Quotations Works in SoftBar
Create
Pick items and quantities.
Send
PDF on WhatsApp or email.
Follow up
Reminders until decided.
Convert
Order or invoice in one click.
Core Features of SoftBar Quotations
Quote builder
Fast and accurate.
- Items from catalogue
- Custom lines
- Discounts
- Taxes
Professional output
Your brand.
- Logo and letterhead
- Terms and validity
- PDF export
- Digital sharing
Tracking
Know where every quote stands.
- Status: sent, accepted, lost
- Versions
- Follow-up dates
- Notes
Conversion
No retyping.
- To sales order
- To invoice
- Partial conversion
- Advance payment
See Quotations working with your own data
Book a free demo and we will set it up around your business.
Benefits of Quotations
Faster, accurate quotes win more business.
Faster quotes
Minutes not hours.
Correct prices
From the system.
More conversions
Timely follow-up.
Professional image
Branded PDFs.
No retyping
Convert in one click.
Sales insight
Win rate reports.
How Your Team Uses Quotations
Owner
Sees the results of quotations on the dashboard and gets alerts on the phone, without asking staff.
Manager
Sets the rules, approves exceptions and reviews quotations reports every day.
Staff
Use quotations on simple screens built into their daily work, with fewer clicks.
Accountant
Gets correct entries and ready reports, with no re-typing at month end.
Tips to Get the Most From Quotations
Set validity dates
Encourage quick decisions.
Follow up in 48 hours
Most deals are won early.
Record lost reasons
Improve future offers.
Use templates
Consistent terms every time.
Offer options
Good, better, best packages.
Take an advance
Confirm orders with a deposit.
Businesses That Use Quotations
Businesses that quote before they sell.
Works With the Rest of SoftBar
Quotations is not a separate program. It shares the same products, customers, stock and accounts as every other part of SoftBar POS and ERP, so data entered once is available everywhere and reports always match.
Start with the modules you need today and switch on more as your business grows. Your data, users and settings stay the same.
Why Businesses in Pakistan Choose SoftBar
Software, setup and support from one local team.
Local team in Faisalabad
Meet us, call us or message us on WhatsApp. The same team sets up and supports your system.
Set up around you
We configure products, users, reports and modules for the way your business works.
One connected system
POS, inventory, accounts, HR and integrations share the same data.
Built for local conditions
Offline billing, Urdu-friendly receipts and support for local payment and tax requirements.
Quick to start
Most businesses are live within days, with their own data imported.
Marketing under one roof
We also run ads, SEO and social media to bring you more customers.
Secure, Cloud-Based and Supported Locally
Cloud backups
Data backed up automatically.
Works offline
Billing continues without internet.
Role-based access
Each user sees only their part.
Faisalabad support
Help on WhatsApp and phone.
Manual Work vs SoftBar Quotations
What changes when this work moves from registers, Excel and phone calls into SoftBar.
| Area | Manual way | With SoftBar |
|---|---|---|
| Speed | Typed or written by hand, slow at busy times | A few clicks or a barcode scan |
| Accuracy | Copy mistakes and missing entries | Data entered once and reused everywhere |
| Visibility | Known only to the person who wrote it | Live on the owner's phone and dashboard |
| Control | Anyone can change records | Permissions, approvals and activity logs |
| Reports | Prepared in Excel at month end | Ready any time, exportable to Excel and PDF |
| Customers and partners | Phone calls for every update | Automatic SMS and WhatsApp messages |
Getting Started With Quotations: Checklist
A short list to prepare before your setup session with our team.
- Your current product, customer and supplier lists
- Names and roles of staff who will use it
- The reports you check most often today
- Your rules for discounts, approvals and credit
- Printers, scanners or devices you already have
- A date to go live, ideally at the start of a week
We do the setup with you
Our team imports your data, configures quotations and trains your staff. Most businesses are live within a few days.
Frequently Asked Questions About Quotations
Can a quotation become a bill?
Yes. An accepted quotation can be converted to an order or invoice in one click.
Can I share quotes on WhatsApp?
Yes. As a PDF from the system.
Can a quote become an invoice?
Yes. In one click, fully or partially.
Can I see which quotes are pending?
Yes. With follow-up reminders.
Is Quotations included in SoftBar POS?
Quotations is part of SoftBar POS and ERP and can be switched on for your account. We set it up to match your workflow.
Can I try it before buying?
Yes. Book a free demo and we will show this module with your own products and data.
Does it work on mobile phones?
Yes. SoftBar runs in the browser on phones, tablets, laptops and PCs, so owners and managers can check and approve from anywhere.
Does it work without internet?
Billing and daily work continue offline and sync automatically when the connection returns.
Is my data safe?
Data is kept on secure servers with regular backups, encrypted connections and role-based access for every user.
How do I get a demo?
Press Request a Free Demo or WhatsApp 03028603894.
All POS modules
Ready to Use Quotations in Your Business?
Talk to our team in Faisalabad. The demo and setup consultation are free.