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Quote management software for itemised B2B quotes. Send every quote with the margin you planned.

Price every line, see the margin before you send, and keep each version the customer saw. VAT, GST and approvals are included.

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Deals CCTV upgrade, Bhiwandi warehouse

Quote Q-2026-0418, version 1

Customer Sharma Facilities Pvt Ltd, PuneOwner RMRahul Menon

Lines4

INR
4MP IP dome camera
CAM-4MP-DM-IR28
24
Unit7,050.00
1,69,200.00
16-channel NVR, 8 TB
NVR-16CH-8TB-4K
2
Unit55,600.00
1,11,200.00
Cat6 cable, 305 m box
CBL-C6-UTP-305
6
Unit8,950.00
53,700.00
Installation and commissioning
SVC-INST-CCTV
1
Unit86,000.00
86,000.00
Subtotal4,20,100.00
-21,005.00
5%
Net3,99,095.00
CGST 9%35,918.55
SGST 9%35,918.55
TotalINR4,70,932.10

Change a quantity or the discount. Below 22% margin, the quote waits for approval.

From the customer request to a sent quote.

Every figure is calculated on the server, so the rep, the manager and the PDF show the same total.

  1. Price every line

    Add lines from the catalog, or upload an Excel sheet of 100 lines or more. Line discounts, a named quote discount and the tax rate in force on the quote date apply as you type.

    Two reps who quote the same item now quote the same price, because each line takes its price from the catalog. Nobody copies figures from an old quote or a price sheet. When a tax rate changes, quotes dated after the change use the new rate and older quotes keep theirs.

    LineQtyUnitAmount
    4MP IP dome camera24310.007,050.007,440.001,69,200.00
    16-channel NVR, 8 TB22,450.0055,600.004,900.001,11,200.00
    Cat6 cable, 305 m box6395.008,950.002,370.0053,700.00
    Installation and commissioning13,800.0086,000.003,800.0086,000.00
    Subtotal18,510.004,20,100.00Project discount, 12%−2,221.2050,412.00VAT 5%814.44CGST 9%33,271.92SGST 9%33,271.92TotalAED 17,103.24INR 4,36,231.84
    Prices from your catalog. VATGST at the rate in force on 06 Nov 2026.

  2. See the margin before you send

    Cost, gross profit and margin sit beside the lines. Reps without cost permission never receive the cost.

    The rep sees the margin while the price can still change. You decide which roles see cost. For a role without cost permission, the server leaves the cost, the profit and the margin out of what it sends.

    Cost and profitCost permission
    Net
    AEDINR16,288.803,69,688
    Cost
    AEDINR12,832.002,91,400
    Gross profit
    AEDINR3,456.8078,288
    Margin 21.2%Approval line 22%
    Only people with cost permission see this panel.

  3. Approval when a rule applies

    A margin below 22% sends the quote to the manager. The manager approves, or sends the quote back with a reason.

    You set the rule once. A quote that waits for approval cannot be sent to the customer, so a thin price never leaves by mistake. When Sara sends a quote back, the reason stays on the quote and Rahul knows what to change.You set the rule once. A quote that waits for approval cannot be sent to the customer, so a thin price never leaves by mistake. When Neha sends a quote back, the reason stays on the quote and Rahul knows what to change.

    Waiting for approval. Margin is below 22%. Sent to Sara Al MansooriNeha Kapoor, Sales manager.
    Rahul Menon asked for approval09:48
    SANKSara Al MansooriNeha Kapoor, Sales managerNow
    Reason, if you send the quote back
    Send backApprove
    Approved by Sara Al MansooriNeha Kapoor, 09:56

  4. Send the PDF and keep the version

    The branded PDF goes to the customer, and Rekozo saves the version. Every earlier total stays on the deal.

    When the customer asks what changed, the answer is on the deal. Once the customer has a quote, a change to a figure asks the rep for a reason and keeps a new version. Edits made within ten minutes stay in the same version, so the list stays short.

    1. v2
      Sent 06 Nov, 10:02
      Discount 5% to 12%. Approved
      17,103.244,36,231.84
    2. v1
      Sent 04 Nov, 16:45
      4 lines, discount 5%
      18,463.724,70,932.10
    PDFQ-2026-0418-v2.pdf212 KBEmailed to Khalid RahmanVikram Iyer
ANSF
Q-2026-0418, version 2
Al Noor Facilities LLC, DubaiSharma Facilities Pvt Ltd, Pune
DraftWaiting for approvalSent

Bring your last quote. We will rebuild it with your margin rule and show version 1 and version 2 side by side.

Book a demo

A quotation PDF in your own brand.

One clear quotation layout with your logo and brand colour, every tax line, the amount in words and the buyer's tax number.

Every company gets the same clean layout, so there is no template to design or maintain. Your logo, your colour and your footer text go on it. The customer sees each tax line and the total in words, which is what accounts teams in India and the UAE check first.

Office 1204, Al Quoz Industrial 3, Dubai. TRN 100288741200003Office 604, Baner Road, Pune. GSTIN 27AAKCD5172L1Z6
Quotation
Q-2026-0418, v2
Prepared forKhalid Rahman, Al Noor Facilities LLCVikram Iyer, Sharma Facilities Pvt Ltd
DescriptionQtyAmount
4MP IP dome camera247,440.001,69,200.00
16-channel NVR, 8 TB24,900.001,11,200.00
Cat6 cable, 305 m box62,370.0053,700.00
Installation and commissioning13,800.0086,000.00
Project discount, 12%−2,221.2050,412.00VAT 5%814.44CGST 9%33,271.92SGST 9%33,271.92TotalAED 17,103.24INR 4,36,231.84
Seventeen thousand one hundred and three UAE dirhams and twenty-four filsFour lakh thirty-six thousand two hundred and thirty-one Indian rupees and eighty-four paise
  • The total is written in words, in lakh and crore for INR.
  • A price that is not approved is marked on the PDF until a manager approves it.
  • Payment milestones print under the total.

Any currency. The right tax. Paid in stages.

Each quote keeps its own currency, the tax rate in force on its date and a payment schedule the customer agrees to.

Total with VAT 5%Total with GST 18%

AED17,103.24
INR4,36,231.84
Q-2026-0418, version 2, paid in three stages: 30% with the PO, 60% on delivery and 10% on commissioning.
Tax on this quoteQuote date 10 Nov 2026
AEUnited Arab EmiratesVAT 5%
INIndia, same stateCGST 9% + SGST 9%
INIndia, other stateIGST 18%
SASaudi Arabia, from 01 Jul 2020VAT 15%
In India, the rep chooses CGST and SGST, or IGST. A scheduled rate change applies to quotes dated on or after the change. Older quotes keep their rate.
Currency
OMROmani rial
AEDINRINRAEDSARUSDQAR+161
166currencies, one per quote
Payment scheduleAED 17,103.24INR 4,36,231.84
Advance with PO30%5,130.971,30,869.55
On delivery60%10,261.942,61,739.10
On commissioning10%1,710.3343,623.19

What this means for you

A team that sells in India and the UAE quotes in rupees and in dirhams from the same Rekozo. The currency belongs to the quote, so one customer can have a quote in AED and the next a quote in OMR. The payment schedule prints under the total, so the customer agrees to the stages before the order starts.

Paste a supplier offer. Rekozo AI drafts the quote.

Paste an email, a WhatsApp message or a price list. Every number is checked before you see the draft, and the rep confirms each line.

Typing a supplier offer into a quote line by line is slow, and one wrong digit changes the margin. Rekozo AI reads the offer and drafts the lines. Rekozo then checks each cost against the supplier's own words, and the rep confirms every line before a quote exists.

  • Costs come from the offer, checked against the supplier's words.
  • Supplier analysis compares offers at the quantity the customer needs.
  • Nothing reaches the customer until the rep creates the quote.
See supplier offers become a quote
Rekozo AI draft
From a pasted offer, 09:31
3 of 3 lines checked
Gulf Vision Distribution, offer GV-7781CAM-4MP-DM-IR28 x24 @ AED 228NVR-16CH-8TB-4K x2 @ AED 1,820CAT6-305-BX x6 @ AED 270
Sahyadri Vision Distribution, offer SV-7781CAM-4MP-DM-IR28 x24 @ INR 5,180NVR-16CH-8TB-4K x2 @ INR 41,300CAT6-305-BX x6 @ INR 6,130
LineCostPrice
4MP IP dome camera2285,1803107,050
16-channel NVR, 8 TB1,82041,3002,45055,600
Cat6 cable, 305 m box2706,1303958,950
Create quoteEdit lines
Supplier analysis
LineGulf VisionSahyadri VisionEmirates DigitalDeccan Digital
Dome camera2285,1802365,360
NVR, 8 TB1,82041,3001,77540,280
Cat6 box2706,1302826,400

How it works in your business

One quote at Al Noor Facilities LLC in Dubai, from the request to the accepted version.One quote at Sharma Facilities Pvt Ltd in Pune, from the request to the accepted version.

  1. The request arrives

    Khalid Rahman asks for CCTV at the Al Quoz warehouse: 24 cameras, 2 recorders, cable and installation. Rahul Menon opens the deal and adds four lines from the catalog. Rekozo fills the prices and applies VAT 5% for the quote date.Vikram Iyer asks for CCTV at the Bhiwandi warehouse: 24 cameras, 2 recorders, cable and installation. Rahul Menon opens the deal and adds four lines from the catalog. Rekozo fills the prices and applies CGST 9% and SGST 9% for the quote date.

  2. Version 1 goes out

    With a 5% project discount the margin is above 22%, so no approval is needed. Rahul sends the PDF from his own mailbox on 04 Nov. The total is AED 18,463.72.With a 5% project discount the margin is above 22%, so no approval is needed. Rahul sends the PDF from his own mailbox on 04 Nov. The total is INR 4,70,932.10.

  3. The customer asks for a better price

    Rahul moves the discount to 12%. The margin drops to 21.2%, below the 22% rule, and the quote waits for Sara Al Mansoori. She approves it with one click.Rahul moves the discount to 12%. The margin drops to 21.2%, below the 22% rule, and the quote waits for Neha Kapoor. She approves it with one click.

  4. Version 2 wins

    Version 2 goes out at AED 17,103.24 and the customer accepts. Both versions stay on the deal. The order starts from version 2, the version the customer accepted.Version 2 goes out at INR 4,36,231.84 and the customer accepts. Both versions stay on the deal. The order starts from version 2, the version the customer accepted.

Questions buyers ask

Does Rekozo keep earlier versions of a quote?

Yes. Rekozo saves a version at each step of the negotiation. You can see the lines and the total the customer received each time.

Can we quote in INR and AED with the right tax?

Yes. Each quote carries its own currency, from 166 currencies. Tax rates are dated and set by country, including CGST, SGST or IGST in India and VAT 5% in the UAE.

Can we create a quote from an Excel sheet?

Yes. Upload a sheet of 100 lines or more. Rekozo prices the lines from your catalog and shows a preview before the quote is created.

Does quote management replace accounting or inventory software?

No. Rekozo manages the quote, the order and the payments the sales team needs to see. Accounting, stock and purchasing stay in the systems your business uses for them.

Can my reps see our cost?

Only if you allow it. Cost is a permission on each role. For a role without it, the server leaves the cost, the gross profit and the margin out of every quote, so the figures never reach the rep's screen or the PDF.

Can a rep send a quote that is waiting for approval?

No. A quote that is waiting for approval, or was sent back, cannot be sent to the customer and cannot be won. The rep sees the reason on the quote, changes the price and asks again.

Bring one real quote to the demo.

We will build the quote in Rekozo with you, with your margin rule and your tax.

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