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Keep customer-facing sales documents linked to the opportunities and records they belong to.
Operational Excellence
In many companies, preparing a quotation requires a sales rep to email an operations team or calculate line items manually in Excel. Pricing mistakes, outdated discount codes, and delay frustrate eager buyers.
Triostack CRM integrates commercial document preparation directly into the sales opportunity. Reps select products from the verified company catalogue, apply authorized discounts, and generate professionally branded PDF quotations in under 60 seconds.
When the customer accepts, the quotation converts with one click into a formal GST tax invoice—complete with an online Razorpay UPI payment link and automated reconciliation to the company ledger.
“Generating a quotation used to take our reps 45 minutes of manual copying between spreadsheets. With Triostack, quotes take 90 seconds and can be sent to the client's WhatsApp while on the phone.”
Manish Agarwal
Managing Director, Stellar Logistics
Platform Reliability
Real-time product pricing, SKUs, and stock availability
Automatic CGST, SGST, and IGST calculation
Integrated UPI, Net Banking, and card settlement
Reconcile settled payments directly with Triostack Finance
Feature Architecture
Details the document lifecycle from initial draft proposal to verified payment receipt.
Select customer, catalogue items, quantities, rates, discounts, taxes, and validity terms.
Draft, review, export to branded PDF, or dispatch directly via WhatsApp or email.
Display invoice number, due date, subtotal, GST breakdown, and paid / overdue states.
Record offline bank transfers (NEFT/RTGS) or collect online via integrated Razorpay links.
Equip your sales team with integrated billing tools and eliminate manual spreadsheet calculations.
Explore high-resolution product captures illustrating the actual workflows executed in production.
Configure itemized line items, tax breakdowns, and payment terms
Track issued, paid, and overdue GST invoices across customers
Reconcile received customer payments and update deal revenue
Feature Breakdown
See how sales reps build quotations and issue invoices without leaving the CRM.
CatalogueChoose items from your central product catalogue with predefined prices and tax rates.
QuotationsGenerate professionally formatted PDF quotations with your company logo, terms, and validity.
InvoicingConvert accepted quotations into formal GST tax invoices with unique sequential invoice numbers.
ReconciliationTrack paid vs overdue invoice balances with instant payment receipt generation.
Execution Roadmap
A structured, step-by-step operating flow built into every Triostack CRM workspace.
Open qualified lead or customer account in the CRM.
Add catalogue products, quantities, and agreed discounts.
Verify auto-calculated CGST, SGST, or IGST tax amounts.
Dispatch branded PDF quotation directly via WhatsApp or email.
Convert accepted quote into a tax invoice upon client approval.
Settle invoice online via UPI link or record offline bank transfer.
Expert Answers
Detailed clarifications directly addressing technical capabilities, security, and rollout.
Yes. All proposals, quotations, and invoices are permanently attached to the corresponding customer profile and deal card.
Yes. Reps can apply line-item or overall order discounts subject to maximum discount limits configured by administrators.
Triostack CRM automatically calculates and itemizes CGST + SGST (intra-state) or IGST (inter-state) based on customer and company tax states.
Yes. You can specify quotation validity (e.g. 15 or 30 days). Expired quotes are flagged in the customer history.
Yes. Invoices can be generated directly from accepted quotations with unique sequential invoice numbering.
Invoices display total amount, amount paid, and outstanding balance with 'Partially Paid' status tags.
The CRM generates compliant GST invoices and receipts. Comprehensive GST filing, GSTR reconciliation, and e-invoicing are managed via Triostack Finance.
Join high-performing teams across India capturing, nurturing, and closing deals faster with zero friction.
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