Quotes in chat

How to Send a GST Quotation on WhatsApp

Share itemised GST quotes inside WhatsApp — with tax breakup, terms, and payment in chat. No email attachments or PDF ping-pong for B2B buyers.

Official WhatsApp Business API · 30-day trial · Plans from ₹999/mo

A GST quotation on WhatsApp is a formatted sales quote sent inside a chat — with item details, taxable amounts, GST breakup, and payment terms — so B2B buyers can review and approve without email or PDF back-and-forth. Modern WhatsApp CRMs let you generate and share compliant GST quotes directly in the conversation.

Step-by-step guide

1

Open the buyer conversation in your team inbox

Find the lead from IndiaMART, JustDial, TradeIndia, or direct WhatsApp in BizNuma's shared inbox on your Official WhatsApp Business number.

2

Add line items with HSN and GST rates

Enter products, quantities, unit prices, and applicable CGST/SGST or IGST. BizNuma formats the quote with a clear tax breakup for Indian B2B buyers.

3

Include payment terms and validity

Set quote validity, delivery timeline, and payment terms. Buyers see everything in one message inside WhatsApp — no separate PDF needed.

4

Send the quotation in chat

Share the GST quotation directly in the WhatsApp thread. The buyer can reply, negotiate, and approve without leaving the app.

5

Collect payment in the same conversation

When the buyer is ready, send a payment link in chat. Payment is collected inside WhatsApp — not through a separate payment portal hero flow.

6

Track quote status in your pipeline

Move the deal from Quote Sent to Negotiation to Won. Your team sees which GST quotes are pending, approved, or paid.

Frequently Asked Questions

Can I send a GST quotation directly on WhatsApp?

Yes. BizNuma lets you build itemised GST quotes with tax breakup and send them inside the WhatsApp conversation on your Official WhatsApp Business number.

Does the quotation include CGST, SGST, and IGST?

You can configure applicable GST rates per line item. The quote shows taxable value and tax breakup so B2B buyers have what they need for approval.

Can buyers pay after receiving the quote on WhatsApp?

Yes. Send a payment link in the same chat after the buyer approves the quotation. Payment happens inside WhatsApp.

Do I need a separate invoicing tool?

BizNuma handles quotation and payment collection in chat. For full accounting and e-invoice compliance, you may still export data to your ERP or billing software.

Can my team send quotes from the same Official number?

Yes. Multiple agents create and send GST quotations from the shared team inbox on your Official WhatsApp Business number.

Does this work for IndiaMART and marketplace leads?

Yes. Capture leads from IndiaMART, JustDial, TradeIndia, or WhatsApp, reply instantly, and send the GST quote in the same thread.

How much does quotation-on-WhatsApp software cost?

BizNuma plans start at ₹999/mo with a 30-day trial. Quotations in chat are part of the WhatsApp CRM workflow on every paid plan.

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Quotations + payments in chat · 30-day trial · Plans from ₹999/mo

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