Quote to invoice, without leaving the deal
Build a GST quotation from the deal, convert it to an invoice when it's won, and send a payment link in the same WhatsApp thread. Numbers stay where the conversation is.
This week
146
New records
Automated
82%
Handled by AI
Avg. response
2m 14s
↓ 38%
| Item | Detail | Owner | Status |
|---|---|---|---|
| Quotations that follow GST rules | Skyline Retail | S. Rao | Done |
| CGST, SGST, IGST handled | Verde Tech | A. Mehta | Due today |
| Won deal becomes an invoice | Orbit Labs | Unassigned | Overdue |
The problem
The quote gets built in Excel, the invoice in Tally, the payment reminder in WhatsApp, and the deal record in the CRM knows about none of it. Reconciling the three is somebody's Saturday.
What it does
Quotations that follow GST rules
Line items with HSN or SAC codes, tax rates per item, and totals that compute correctly the first time.
CGST, SGST, IGST handled
Intra-state and inter-state split from the place of supply, rather than from someone remembering.
Won deal becomes an invoice
Convert the accepted quotation without retyping. Terms, items, and taxes carry through.
Payment link in the thread
Send the invoice and the link where the customer already is.
Exports to your books
Push documents to your accounting stack rather than around it.
Every version kept
Quote revisions stay on the deal, so a price discussion three weeks old is still readable.
Questions
Answers before you ask
- Is this accounting software?
- No. Heigin is a quoting-and-invoicing layer that feeds your accounting software; your books stay where they are.
- When does it ship?
- GST Invoicing is in build. Waitlist members get early access as modules land.
- What about e-invoicing and returns?
- Scope for IRN, e-way bills, and return formats is being finalised before launch: we'll publish specifics rather than promise them now.
Ready to close more on WhatsApp?
1,200+ Indian SMBs are already on the Heigin waitlist. Early access rolls out weekly, three seats free when your invite lands.