Document Workflow

Quotations, Purchase Orders, Delivery Challans & 1-Tap Conversion

Convert estimates to sales orders, orders to delivery challans, and challans to final tax invoices in a single tap without re-entering lines.

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Direct Answer / Summary

Can I convert a quotation into a sales invoice in Likhtam?

Yes. With Likhtam 1-tap document conversion, quotations, proforma invoices, sales orders, purchase orders, delivery challans, and credit/debit notes can be seamlessly converted without duplicating line items.

Core Capabilities

What Likhtam delivers for this workflow.

Real features engineered for real business operations, not generic templates.

01

Complete Document Suite

Quotations, Proforma, Sales/Purchase Orders, Delivery/Inward Challans, and Credit/Debit Notes.

02

1-Tap Conversion Pipeline

Convert an estimate into an order, then a delivery challan, then a final invoice with one tap.

03

Partial Order Fulfillments

Fulfill partial quantities from large orders; remaining items stay tracked as pending.

04

Choice of 11 Professional Templates

Every document can be previewed, printed, and exported across 11 designer layouts.

Practical Workflow

How it works from start to finish.

A clear, step-by-step process designed to keep your books completely balanced.

01

Send Quotation

Draft an estimate with item prices, discounts, and terms; share as PDF.

02

Convert to Order

Upon customer approval, convert to a confirmed Sales Order in one tap.

03

Dispatch on Challan

Generate a delivery challan for goods transport without billing yet.

04

Final Invoice

Convert challan to tax invoice; inventory deducts and accounts post automatically.

Who this is built for

Designed specifically for:

  • Wholesalers and manufacturers managing multi-stage deal lifecycles
  • Service contractors sending price estimates before work commences
  • Logistics teams dispatching goods via delivery challans before final billing
Frequently Answered Questions

Factual questions, straight answers.

Clear details about Likhtam's capabilities, offline support, and compliance.

No. Quotations and proforma invoices are non-posting estimates that do not alter financial ledgers or stock levels until converted.

Yes. Likhtam provides dedicated Pending Sales and Purchase Order reports.

Get Started

Ready to run your books with total clarity?

Free forever on your phone or PC. Optional cloud sync and multi-user access when you need it.