AUTOMATRIX STUDIO / SERVICES

Quotation and invoicing automation in India.

Connect quotation preparation, approval and invoice handoff while keeping financial decisions under human control.

For businesses repeatedly copying prices, customer details and approved scope between documents and accounting tools.

What we can build

Reusable quotation items and controlled price inputs
Approval steps and version history
Accepted-quote handoff to agreed invoicing tools
Status reporting and approved reminder workflows

How we scope the project

Map the path from enquiry to accepted scope. Agree who can change prices, approve discounts and issue invoices, then test amendments, cancellations and failed handoffs.

Decisions to make before delivery

GST treatment, e-invoicing requirements and statutory calculations need validation by your accountant and the chosen provider. Issuing or changing financial documents should require the appropriate authority.

Can this work with our current accounting software?

Potentially, using a supported API or an agreed import/export format. The integration and reconciliation approach must be checked against the specific product and account permissions.

Working with your team

We collaborate remotely across India and arrange in-person visits where needed. Scope, milestones, costs and support are agreed for the specific project. Explore our service areas.

Discuss your project