Case Study

Quotation Maker


Siddhi Traders


Siddhi Traders respond to their customers very fast. Quickly provides the quotations thanks to CleverlyWork Quotation Maker.

Quotation maker image

About Siddhi Traders

Siddhi Traders is a chain of retail and Wholesale shops dealing with building and construction material supplies and piping material. They have a total 15 outlets in Maharashtra out of which 10 outlets are located in city suburbs. They have store houses or warehouses located near our outlets and approximately 25 employees are ready to serve our customers at each outlet. About 900 to 1500 customers approach everyday depending on our location.


Retail & Wholesale


10 Cities


15 Branches


325+ Employees


Around 1500 prospects visit their shop every day, yet all of them do not buy material. Many of them approach for the idea about the quality of products and their rates. They want to confirm about the possibility of supply from supplier end at their desired time and total expenditure expected during such purchase. To such customers they need to give a quotation to them. Giving a quotation does not necessarily create business at instant but after 2 to 3 days or whenever a customer wants to build, he approaches and purchases the material so it is quite important to give proper quotations to all of our customers. Every customer has a list of items which includes building construction material like cement, Steel and outfitted items like doors, Windows or any other piping material. So making a quotation itself is a time consuming task where one of our accountant employees gets engaged, who takes the data from the computer and makes a quotation. It takes approximately 8 to 10 minutes to offer a quotation. So in rush hour we may need to take the help of 2 to 3 employees. So they were looking at whether they can reduce that time or reduce the number of employees getting engaged in making a quotation.

Time consuming

 It takes a lot of time to make a manual Quotation.

Peak hour responsibility

Create a burden on employees for making more than One Quotation invoice.


Unable to generate the report of Number of Quotations given to the customers.

Unique product feature

 Unable to add in-depth information related to the product in the invoice. 

Cleverlywork Solution

CleverlyWork has designed and implemented a web app or a solution named Quotation Maker considering all about challenges of Siddhi traders. Quotation maker is a readily customizable solution where you can draw drag and drop various elements according to your need. The module presented has two main databases namely customer database and product database. It has been provided with a facility to categorize this data related to customers and products in customer databases. You can add customer name address and rest of the details relevant to your customer. And for products they have product name, rates, category and other details if any. In the main process form called as quotation maker drag the data from this database and prepare a quotation with help of quick finger tips. Facility to add quotation date with customer details has been provided. Also the main activity of taking the print out report of your quotation has also been attached where you can define, update or edit the variables from different elements of form quotation maker.

So the quotation maker makes your efforts of quotation preparation lesser and make it fun. Also the personnel gets engaged in such activity also reduce to appreciable extent. Check our module at please do contact us if you need more information. We are very pleased to help.


Generate a separate database for each category.


Easily generate quotation

 With the help of ready made template format tasks become easy for making quotations.

Updating quotations

It is easy to update data bases and repoprts in  Quotation maker.

Time saving

It helps to reduce time and manual work while making quotations from the database.

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