Create New Quotation

Doc #—

1 Document Type

Date

Validity (days) — editable

2 Client

Pick from saved clients

Client name *

Attention (contact person)

Address

Subject

Minutes of Meeting (MoM)

3 Services & Deliverables

#	Service / Deliverable	Qty	Rate	Amount

4 Charges

Subtotal₹ 0

Discount

GST

Total₹ 0

5 Payment & Notes

Payment structure (per document)

Internal notes (not on PDF)

6 Terms & Conditions

Always included

Optional — tick to include

Admin can edit the master library in the Admin panel.

Custom for this document

All fields editable · Auto-saves as you type

Admin Panel

Total Documents

Total Value Quoted

₹ 0

Active Sales Reps

All Documents (created by every sales rep)

Number	Type	Client	Date	Created by	Created at	Total	Actions

Click Edit to load any document into the editor and update it. PDF / Word re-downloads it with the latest letterhead, bank details, and T&Cs.

Bank Details & UPI (shown on every PDF/Word)

Account Name

Account Number

IFSC Code

Bank Name

Branch

UPI ID

UPI QR Code (uploaded image — shown on every document)

📤 Upload UPI QR (PNG/JPG, < 500 KB)

Generate the QR from your bank app or upi-id-to-qr generator, save as PNG, then upload here. It'll appear on every PDF and Word document.

Edit Mandatory T&Cs (always on every PDF)

These appear on every document — every sales rep, every doc type. Edit or delete here.

Edit Optional T&C Library (sales reps tick which to include)

These appear as checkboxes on the Create tab. Sales reps tick the ones relevant to each engagement.

Create New Quotation

1 Document Type

2 Client

3 Services & Deliverables

4 Charges

5 Payment & Notes

6 Terms & Conditions

Clients

Services & Deliverables Catalog

Admin Panel

All Documents (created by every sales rep)

Bank Details & UPI (shown on every PDF/Word)

Edit Mandatory T&Cs (always on every PDF)

Edit Optional T&C Library (sales reps tick which to include)

Settings

Google Sheets Sync (recommended for admin oversight)

Install as App (mobile / desktop)

Create New Quotation

1 Document Type

2 Client + New Client

3 Services & Deliverables

4 Charges

5 Payment & Notes

6 Terms & Conditions

Clients

Services & Deliverables Catalog

Admin Panel

All Documents (created by every sales rep)

Bank Details & UPI (shown on every PDF/Word)

Edit Mandatory T&Cs (always on every PDF)

Edit Optional T&C Library (sales reps tick which to include)

Settings

Google Sheets Sync (recommended for admin oversight)

Install as App (mobile / desktop)

Welcome to UDS Sales Portal

Add New Client

Add Service / Deliverable

2 Client