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.
Free GST quotation builder
Draft line items with CGST/SGST or IGST, then copy a WhatsApp-ready plain-text quote — no login.
Step-by-step guide
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.
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.
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.
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.
Collect payment in the same conversation
When the buyer is ready, send a payment link in chat on Pro and above (Razorpay or Cashfree). Payment is collected inside WhatsApp — not through a separate payment portal hero flow.
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. Use your valid GSTIN on documents and consult your CA for statutory invoicing.
What is the difference between a GST quotation and a tax invoice on WhatsApp?
A quotation is a pre-sale estimate with line items and GST breakup — often sent before the buyer confirms. A tax invoice is issued after the sale for accounting and e-invoice rules. BizNuma helps you send quotes and proforma documents in chat; final invoicing may still export to your ERP or billing software.
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 I send a payment link after the GST quote on WhatsApp?
Yes — on Pro and above. After the buyer approves the quotation, send a Razorpay or Cashfree payment link in the same chat. Payment links are not included on Starter; the 30-day trial is Starter only.
Can buyers pay after receiving the quote on WhatsApp?
Yes on eligible plans. Send a payment link in the same chat after the buyer approves the quotation. Payment links in chat start on Pro+.
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.
Send GST Quotes Where Buyers Already Are
Free quotation builder · CRM trial on Starter · Payment links on Pro+ · Plans from ₹999/mo