End-to-end estimates and quotations with precision
Estimates Summary
Estimate Value Summary for Selected Period
WhiteBooks maintains a cumulative total of all sales estimates for the selected period, enabling quick visibility into quotation value and potential revenue from ongoing sales opportunities.
Period-Based Estimate Value Summary
The combined monetary value of all estimates created within a selected accounting period is calculated and maintained, allowing businesses to review the total quoted amount for that timeframe.
Sales Opportunity Value Awareness
WhiteBooks cumulative estimate value provides a real-time view of total revenue from active quotations for a selected period, helping sales and finance teams assess pipeline potential, prioritize follow-ups, and optimize conversion targets.
Automatic Value Recalculation
Whenever estimates are created or updated, the cumulative value is recalculated to ensure that the summary accurately reflects the current total of all recorded estimates.
Add Estimates
Generate Professional Sales Estimates
WhiteBooks enables creation of detailed sales estimates, capturing customer details, item specifications, pricing, taxes, and payment terms, providing a clear and structured cost outline at the initial stage of the sales cycle.
Structured Estimate Creation
Sales estimates can be prepared by entering key details including customer information, estimate reference, date, item descriptions, HSN or SAC codes, quantity, unit price, discounts, and applicable tax rates. This ensures that all relevant information required for a formal cost outline is properly recorded.
Automatic Tax and Total Calculation
Tax values and totals are calculated automatically based on the applicable GST structure and the place of supply. Subtotals, tax amounts, and the final payable value are computed systematically to maintain accuracy in estimate preparation.
Estimate Document Generation
Completed estimates can be generated as formal documents that can be shared with customers for review. This helps businesses present clear and professional cost estimates during the early stage of customer engagement.
Period Selector
Flexible Period Selection for Estimates
WhiteBooks organizes sales estimates by accounting period, enabling accurate tracking, structured management, and period-wise review aligned with the relevant billing cycle.
Flexible Month and Year Selection
Businesses can select any required month and year to review estimates created during that specific period, enabling easy navigation across different accounting timeframes.
Monthly Period Alignment
Estimate records are maintained according to the active monthly cycle, ensuring that summaries and related information correspond to the appropriate billing period used by the business.
Independent Period-Based Records
Each accounting period maintains its own set of estimate records, helping prevent confusion between transactions created in different months and ensuring accurate period-wise management of sales quotations.
Convert to Invoice
Seamless Estimate-to-Invoice Conversion
WhiteBooks enables direct conversion of any saved estimate into a sales invoice, automatically carrying forward all transaction details. This eliminates re-entry, ensures data accuracy, and streamlines the workflow from quotation to billing in a single action.
Estimate Invoice Conversion
Any estimate created in WhiteBooks can be converted into a sales invoice directly from the register, transferring all customer details, item descriptions, HSN or SAC codes, quantities, unit prices, discounts, and applicable tax rates into the new invoice without requiring manual re-entry or restructuring of the transaction.
Accurate Data Transfer
All financial values, tax calculations, and party information from the original estimate are preserved during conversion, ensuring the invoice reflects exactly what was quoted to the customer, reducing discrepancies between pre-sale and billing documents and supporting accurate GST reporting.
Estimate Invoice Link
WhiteBooks maintains the relationship between the original estimate and its converted invoice, allowing businesses to trace the complete document progression from quotation to confirmed sale and enabling audit-ready visibility of the sales cycle for each transaction.
Convert to Proforma
Seamless Estimate-to-Proforma Invoice Conversion
WhiteBooks enables conversion of sales estimates into proforma invoices, ensuring consistent transfer of transaction details and supporting a structured workflow from quotation to pre-sale documentation and final billing.
Estimate to Proforma Conversion
Estimates can be converted into proforma invoices while retaining all key transaction details, including customer information, item specifications, pricing, and tax values, ensuring seamless data continuity as the transaction progresses.
Formal Proforma Documentation
After conversion, the proforma invoice can be generated as a formal document suitable for sharing with customers as a pre-billing confirmation before the final sales invoice is issued.
Linked Sales Document Progression
WhiteBooks maintains the relationship between estimates, proforma invoices, and final sales invoices, allowing businesses to trace the complete sequence of documents associated with each transaction.
Estimates Register
Comprehensive Estimates Register
WhiteBooks maintains a structured record of all estimates within the selected period, enabling clear visibility of transaction details, efficient review, and better management of pre-sale activities.
Structured Estimate Records
All estimates are maintained with key transaction details such as estimate type, customer information, reference number, related invoice references, date, and total value. This structured record arrangement helps businesses review and manage estimate data consistently.
Efficient Management of Multiple Records
Businesses can manage multiple estimate records within the same period, enabling streamlined handling of estimate-related activities and supporting efficient review of large volumes of transactions.
Chronological Estimate Arrangement
Estimates are organised according to their transaction dates, helping businesses maintain a clear chronological order of records and making it easier to review estimate activity within a specific period.
Export
Export Estimates Data in Bulk
WhiteBooks enables export of estimate records for the selected period, supporting external review, reporting, documentation, and long-term record management with accurate data access and improved control.
Period-Based Estimate Data Export
Estimate records created within a selected accounting period can be exported as a consolidated dataset, allowing businesses to retain a complete record of all estimates issued during that timeframe.
Structured Data for External Analysis
Exported estimate information is provided in a structured format that can be utilised for further review, analysis, or sharing with internal teams and external stakeholders.
Reliable Record Retention for Documentation
Downloaded estimate records can be preserved as supporting documentation for business reference, internal reviews, or compliance-related verification when historical estimate data is required.
Actions
Quick Actions for Estimates Control
WhiteBooks provides additional operational controls for managing estimates, enabling access to extended actions and configuration options, ensuring efficient administration, flexible handling, and organized transaction management.
Additional Estimate Actions
Extended operational controls are available to support administrative tasks related to estimate records, enabling businesses to manage estimate data and related activities more effectively.
Customisable Estimate Record Preferences
Businesses can adjust how estimate information is reviewed by prioritising specific transaction details, helping teams focus on the most relevant data when managing estimate records.
Reuse of Existing Estimate Information
Existing estimate records can be utilised as a reference when preparing new estimates, allowing businesses to efficiently create similar estimates while maintaining consistency in transaction details.
Get started with WhiteBooks
Build accurate GST estimates with HSN support, convert them into invoices or proforma documents, manage records easily, and export data whenever needed.
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