Quotation and quoting software for B2B traders and distributors

Uny5 handles a quote from the first draft to the order. A quote goes through an approval, is sent by email or a link, is followed up on dates you set, and can be accepted by the customer without a login, which turns it into an order. Every revision is kept, and quotes that go quiet show up in a follow-up list.

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The quote board

Quotes sit on a board with one lane per stage: Draft, Pending Authorisation, Authorised, Sent, Under Review, Negotiation, Won, Lost and Expired. Moving a quote between stages is checked by the system: only the allowed moves work, and each move needs the matching permission. A junior rep can draft and send, while declaring a quote Won or Lost needs the follow-up permission. Marking a quote Won or Lost asks for a reason, and a quote whose validity date passes while still live is closed as Expired by a scheduled job.

Approval and versions

  • Internal approval comes first: a draft is submitted, and someone with the authorise permission approves it or sends it back to draft.
  • Each revision of a quote is saved as a numbered version with the reason for the change, so you can see what the quote said when you sent it.
  • Quote numbers carry a prefix and restart each financial year, with their own sequence for each document type.
  • A quote can carry a validity period, delivery time, payment terms, freight, packing and forwarding, insurance and a “kind attention” line.

Follow-ups that do not get lost

Log a dated follow-up on a quote, with a note and who you spoke to. The quote list can be filtered to quotes whose follow-up is due or that have gone quiet, and shows how many there are. You set how many days count as quiet.

Sending a quote and getting it accepted

  • Send the quote by email as a PDF, or share a link to it. The link is valid for 90 days.
  • You can share the link on WhatsApp. Uny5 opens WhatsApp with the message ready and you tap Send yourself; it does not send through the WhatsApp Business API.
  • The customer opens the link without logging in and can accept the quote with their name and an optional note, or ask for changes with a note.
  • When the customer accepts, Uny5 records who accepted and when, and creates the order from the quote. Asking for changes records the note and leaves the quote open for you to revise.

From quote to order to invoice

An accepted quote becomes an order acknowledgement. From there Uny5 carries on to delivery challans, sales invoices, credit notes and receipts, so the quote does not have to be typed in again. See order management for distributors and payment reminders.

  • Quote lines can carry a costing: the source of the item and the margin on the line, so you see what a quote earns before it goes out.
  • GST is worked out on every quote and invoice as CGST, SGST or IGST.
  • Pricing rules can set discounts or margins by item, customer, customer group or category, with a priority and a validity period.

Several firms, one login

If you run more than one firm, each keeps its own documents and stock. For each master (customers, vendors, items, employees, taxes, banks) you choose whether firms share it, and you can give one firm read-only access to another’s records. A firm that is given access can see those records but cannot change them.

Tally and GST files

  • Tally: Uny5 exports sales, receipt, purchase and payment vouchers as an XML file that TallyPrime can import, and can import customer, vendor and item masters from a Tally export. You can link Tally voucher numbers to Uny5 documents. Uny5 does not connect to Tally live and never changes Tally’s data.
  • GST: Uny5 produces the e-invoice and e-way bill JSON for you to upload to the government portals yourself, and the GSTR-1 data as JSON or CSV for your accountant. It does not file returns or call the GST portals.

What Uny5 is not

Frequently asked questions

What is quotation management software?

Software that tracks each quote from draft to approval to sending, follow-up and outcome, and keeps every version. In Uny5 an accepted quote also becomes the order, so it is not typed in again.

Can my customer accept a quote online?

Yes. You send a link, and the customer can accept the quote or ask for changes without logging in. An acceptance records the customer’s name and time and creates the order.

Does Uny5 keep old versions of a quote?

Yes. Each revision is saved as a numbered version with the reason for the change.

Can I send a quote on WhatsApp?

Yes, as a message with the quote link that you send yourself. Uny5 opens WhatsApp with the text ready. It does not send messages through the WhatsApp Business API.

Does Uny5 work with Tally?

Uny5 exports vouchers in a format TallyPrime imports, imports masters from a Tally export and lets you match Tally voucher numbers to Uny5 documents. It has no live connection to Tally.

Does Uny5 handle GST e-invoicing?

It produces the e-invoice and e-way bill files for you to upload to the government portals, and GSTR-1 data for your accountant. It does not upload or file anything itself.

See it with your own quotes and orders

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Tally and WhatsApp are trademarks of their respective owners. Uny5 is independent of them.

Privacy policy

This policy explains what the Uny5 website collects when you visit it or send an enquiry, who receives it, and how to contact us about it.

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Who we are

This website, uny5.com, is run by Uny5 (Product of Imagine Works). This policy covers this website only: what we collect when you visit it or send us an enquiry. Data that you or your organisation enter inside Uny5 itself is covered by the terms and data terms of the product, not by this page.

What we collect and why

  • If you send the enquiry form we collect your name, email address, phone number, company, role, industry, team size and message, and your tick in the box agreeing to be contacted. We use it only to reply to you and to arrange a demo or answer your question.
  • When you send the form, the email we receive also shows your IP address, your country, your browser’s user-agent text and the time you sent it.
  • The website loads Cloudflare Turnstile as soon as you open it, to tell people from bots. Your browser exchanges a challenge with Cloudflare, and when you send the form we send Cloudflare the result together with your IP address to check it.
  • We use Cloudflare Web Analytics to count visits and measure how fast pages load. It runs from Cloudflare’s servers and does not set cookies in your browser.
  • The website loads its fonts from Google Fonts, so your browser contacts Google, and Google sees your IP address, when you open the website.
  • We use Google Analytics (property G-J6RNV36LDP) to see how the site is used. It sets cookies in your browser, normally named _ga and _ga_ followed by the property ID, and receives details such as the pages you view, your browser and device, and an approximate location.

Who receives your information

  • We receive your enquiry as an email at uny5@imagine-works.com. The form does not save your message in a database on the website.
  • Brevo sends that email for us, so Brevo handles the message in transit.
  • Cloudflare hosts the website, runs the bot check and provides Cloudflare Web Analytics.
  • Google receives the analytics data described above and, because the website loads its fonts from Google Fonts, your IP address when you open the website.
  • These providers may process data on servers outside India.

How long we keep it

We keep your enquiry for 24 months after our last contact with you, and then delete it. We keep it longer only if you become a customer, and then it is covered by the customer terms. Google Analytics keeps its data for the period set in our Google Analytics account.

Your choices and rights

  • You can ask to see the information we hold about you, to correct it, or to have it deleted, by writing to the grievance contact below.
  • You can stop Google Analytics collecting data about your visits by installing Google’s opt-out browser add-on, or by blocking cookies in your browser settings.
  • You can withdraw your agreement to be contacted at any time by replying to a message from us or writing to the contact below.

Grievance Officer

Grievance Officer: admin@uny5.com. Write to this address with any complaint or question about your information. We will reply within a reasonable time.