Saral Sales Desk Pro: GST Quotations for WordPress

WordPress sales add-on · Pro

Send a quotation from the enquiry, and get paid online.

The free Saral Sales Desk gets every enquiry answered and followed up. Pro adds the next step: a proper quotation made from the enquiry in a minute, with the tax worked out, sent as a PDF, revised if the customer asks, and paid online through your WooCommerce shop.

Works with the free Saral Sales Desk you already use
Indian GST, your own tax or no tax
PDFs are made on your own server

Get notified at launch The free plugin

Quotations from the enquiry

The customer’s details are filled in. Add lines or pick WooCommerce products, and totals and tax are worked out as you type.

GST done right

CGST and SGST or IGST from the place of supply, HSN/SAC codes and amounts in words. Or one tax of your own, or none.

PDF, sent in one click

Your logo, business and bank details, emailed from the enquiry with the PDF attached.

Paid online

A private link to view and pay with WooCommerce, with an optional advance. Paid quotations win the enquiry.

What Pro adds

Everything in Saral Sales Desk Pro

Quotations

Made from the enquiry

Choose “Create a quotation” on an enquiry: the customer’s name, company, email, phone and what they asked about are filled in.

Lines and products

Type your own lines or pick WooCommerce products, with a discount per line. Prices can be typed with or without tax.

Revisions

A sent quotation can’t be changed. Revise makes the next version with the same number and -R1, -R2, and the old version’s unpaid order is cancelled.

Expiry and follow-up

Quotations past their date expire on their own, the list shows what’s waiting to be paid, and the salesperson sees when the customer opens the link.

Tax

Indian GST

CGST and SGST when the customer is in your state, IGST otherwise, from the place of supply. The customer’s GSTIN is checked as you type.

The details GST asks for

HSN/SAC codes, amounts in words in lakh and crore, round-off, and numbering by financial year (Q/26-27/0001).

Other countries

One tax at a rate per line under your own name for it, such as VAT or sales tax. Or no tax at all.

Stays as sent

Each quotation keeps the tax mode, currency and business details it was sent with, so later changes to the settings never alter it.

PDF and email

A PDF that looks the part

Your logo, colour, business and tax details, bank details and terms, made on your own server.

Sent in one click

Emailed from the enquiry with the PDF attached, through the same email as the salesperson’s replies, and recorded in the enquiry’s history.

The pipeline moves on

The enquiry moves to “Proposal sent” and takes the quotation’s value.

Online payment

Pay with WooCommerce

Each quotation has a private link to view it and pay with any payment method your shop offers. The order shows the lines and tax exactly as quoted.

Advance and balance

Ask for an advance, say 50%, and the same link takes the balance later.

Paid means won

When the customer pays, the quotation is accepted, the enquiry is won, and the salesperson and managers get an email.

Refunds

Refunding a WooCommerce order lowers the amount paid on the quotation, and the refund is noted on the enquiry.

Free vs Pro

What you get with each

	Free	Pro
Enquiries from contact forms, calls and walk-ins
Automatic allocation and up-for-grabs
Response-time alerts and daily to-do email
Email replies, call and WhatsApp logging
Pipeline board and reports
Quotations made from the enquiry
Indian GST, your own tax or no tax
PDF quotations emailed in one click
Revisions with -R1, -R2 numbering
Online payment and advances through WooCommerce
Support	WordPress.org forum	Email support while your licence is current

Pricing

Choose your plan

Pay once for 1 year or for life, for one site or unlimited sites. No automatic renewals.

Launching soon

Saral Sales Desk Pro goes on sale shortly. Leave your email below and we’ll tell you the day it’s available.

Get an email when Saral Sales Desk Pro launches

One email on launch day, then what’s new in each version of Saral Sales Desk. You’ll also get our occasional newsletter. Unsubscribe any time.

Getting started

Up and running in four steps

Get your key

Your licence key and download link arrive by email straight after you buy, and are always in your account.

Install Pro

Keep the free Saral Sales Desk installed and active. In WordPress, go to Plugins, Add New Plugin, Upload Plugin, and upload the Pro zip file.

Activate the key

Go to Settings, Saral Sales Desk Pro Licence, paste your key and click Activate licence.

Add your details

Fill in your business, tax and bank details under Sales Desk, Quotations, Quotation settings. For online payment, set up a payment method in WooCommerce.

Requirements

WordPress 6.2 or later
PHP 7.4 or later
Saral Sales Desk 1.1 or later (free, from WordPress.org)
WooCommerce, only for online payment

Privacy

Quotations and their PDFs stay on your site: PDFs are made on your own server and stored under random file names, and each customer link carries a signature made with your site’s secret keys. Payments go through the WooCommerce payment method you choose. Once a day Pro checks its licence key with saraltechies.com, sending the key, your site’s address, the plugin version and your site name.

FAQ

Questions about Saral Sales Desk Pro

Yes. Pro is an add-on: keep the free plugin (version 1.1 or later) installed and active, and Pro adds quotations to it. Your enquiries, team and settings stay as they are.

Only to take payments online. Without it you can still make, send and revise quotations as PDFs.

Yes. Choose one tax at a rate per line under your own name for it, such as VAT or sales tax, or no tax at all, in your own currency.

Pro keeps working on the sites where you activated the key. Only updates and support stop, and they come back when you renew. Lifetime licences don’t end.

No. Each link carries a signature made with your site’s secret keys, and the PDFs are stored under random names in a folder that can’t be listed.

Not the sent version, so the customer always has what you sent. Choose Revise to make the next version with the same number and -R1. A quotation that already has payments can’t be revised, so the customer is never asked to pay twice.

Yes, a 14-day money-back guarantee on every purchase and renewal, no questions asked.

Saral Sales Desk Pro by Saral Techies

14-day money-back guarantee. Questions before buying? Contact us.

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Saral Sales Desk Pro