Quotation Generator

Quotations

Manage, version, and export quotations to Google Drive

🔍
Quote No. Title / Customer Office Location Version Owner Total Status Last Updated Actions
Live customer preview — this is what the customer sees

Office Locations

Configure company entities, addresses, taxation rules, and bank details

Location Name Company Name Address & Country Tax ID Details Tax Rate Currency Default Actions

User Management & Access Control (ACL)

Manage system access, user roles, and granular CRUD permissions

User Email Assigned Role Quotations (Own) Quotations (All) Office Locations User Mgmt Actions

🎭 System Role Definitions & ACL Presets

Define the baseline ACL permissions for system preset roles. When assigning a preset role to users, they inherit these default permissions. If an individual user's permissions deviate from these templates, they are automatically designated with a Custom role.

System Settings & Integrations

Configure Google Drive document links, Google Sheets master product catalog sync, and external integrations

📊 Google Sheets Master Product Catalog

Link your Google Sheet containing master SKU items, product descriptions, brand classifications, categories, and margin pricing.

Not synced yet
Paste the full URL or Spreadsheet ID from Google Drive.
Default tab to sync (e.g. Master Products or Sheet1).
Not synced yet · 0 Products Active in Database

Synced Products Preview

Sample of master catalog items loaded from the Google Sheet and available in Quotation Editor.
SKU Product Name / Brand Category List Price Cost Price Margin % Unit / Term

🔌 Pipedrive CRM Integration

Connect your Pipedrive CRM workspace to enable live customer/deal search, automatic deal value updates, and PDF file attachments.

Checking...
Found in Pipedrive: Settings → Personal Preferences → API
Your Pipedrive workspace subdomain (e.g. gsatech from gsatech.pipedrive.com).
Automated CRM Synchronization Options:
💡 Pipedrive Deal App Panel URL:
https://crm.gsatech.com.sg/pipedrive/panel?deal_id=[DEAL_ID]
Register this URL under Pipedrive → Tools & Apps → Custom Apps to embed GQuote directly inside Deal sidebars.

Available Integrations

Connected services and extensible enterprise endpoints

📁 Google Drive Archiving Active

Direct 1-click PDF/HTML quotation exports saved to regional Google Drive folders.

✓ Connected to Service Account
🏢 Google Workspace Sync Active

Automatic domain directory user discovery and permissions synchronization.

✓ Google Directory API Active
🔗 Custom Webhooks Ready for Setup

Dispatch quotation lifecycle events (Sent, Accepted) to CRM, Hubspot, or Slack channels.

Configure Webhook URL →

Enterprise Audit Trail

Complete historical log of administrative actions, quotation revisions, pricing updates, and integrations.

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Events Logged Today
0
Total System Audit Logs
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Most Frequent Action
0 Active
Team Members Active
Timestamp User & Role Action Performed Target Resource & Summary IP Address Action

Finance Accepted Orders

Granular line-item breakdown, OEM cost analysis, and profit margin reporting for accepted quotations.

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Accepted Quotes
0
Product Lines
$0.00
Total Revenue
$0.00
Total OEM Cost
$0.00
Gross Profit ($)
0.0%
Blended Margin (%)
Order / Rep Customer / Org SKU Product Description Qty Unit Price Revenue Unit Cost Total Cost Gross Profit Margin