Quick Start
Get up and running in minutes — log in, create your first quote, and export a PDF.
Creating Quotes
Walk through the full quote form: client details, market, pricing, and upsell services.
Client Lookup
Search for existing clients across your Data Warehouse, VTiger CRM, and Jira JSM simultaneously.
Send by Email
Deliver quotes automatically via Zoho Mail with pre-filled recipients and your personal signature.
How it works
Look up or create a client
Search by email, Client ID, or company name. The tool checks your internal database, VTiger CRM, and Jira Service Management at the same time, so you never create a duplicate.
Build the quote
Select the market, choose services, and add upsell options. Pricing is calculated automatically as you go.
Key features
Multi-market pricing
Built-in price tables for Singapore, Hong Kong, US, and offshore incorporations, plus document legalization.
PDF export
Generate pixel-perfect, market-specific PDF proposals that are ready to send to clients.
Jira sync
Push client and organization data to Jira Service Management automatically after a quote is accepted.
Admin dashboard
View all quotes, filter by consultant or market, and track statistics across your team.
