S Jha Legal Sansar & Associates

Home › Tools › Quotation, Proforma Invoice and Delivery Challan Maker

Quotation, Proforma Invoice and Delivery Challan Maker

Send a proper quotation before the sale, a proforma invoice for advance payment, and a delivery challan when goods move without a sale. Same simple form as our GST bill maker, with your logo and GST worked out.

At a glance

What it does
Makes a quotation with a validity date, a proforma invoice for advance payment, and a delivery challan for goods that move without a sale (job work, approval, branch transfer).
Who it is for
Traders, manufacturers and service providers who send quotations or move goods before billing.
Free or paid
Paid. Filling in and the full preview cost nothing; you pay only when you download. The price is shown before you pay. The yearly subscription covers it.
What you get
An A4 PDF quotation, proforma invoice or delivery challan.
Your data
Your entries and files are read inside your browser and are not uploaded to our server. Only the payment goes through Razorpay. If you log in, saved customers, items and bills are locked with your own data password (AES-256) before they are stored, so only you can open them.
Limits
A quotation or proforma invoice is not a tax invoice, so no GST is reported for it. A delivery challan does not replace an e-way bill where one is required.

Features

  • Quotation with a 'valid till' date.
  • Proforma invoice with UPI QR and bank details for advance payment.
  • Delivery challan with the purpose of movement, vehicle number and e-way bill number.
  • Declaration text changes for each document type.
  • Saved customers and items, and the same layout as your tax invoices.

How to use it

  1. Open the bill maker and pick Quotation, Proforma Invoice or Delivery Challan as the document type.
  2. Fill in the customer and items. For a quotation, set the valid-till date; for a challan, the purpose and vehicle.
  3. Download the PDF and send it on WhatsApp.

Frequently asked questions

When do I need a delivery challan?

Under Rule 55 of the CGST Rules, when goods move without a sale: job work, supply on approval, branch transfer, goods for exhibition, or when the quantity is not known at the time of removal.

Is a proforma invoice a tax invoice?

No. A proforma invoice is an offer or a request for advance payment. Issue a tax invoice when the goods or services are supplied.

Can I convert a quotation into an invoice?

Yes. Change the document type to Tax Invoice, update the number and date, and download again.

How much does it cost?

The preview is free and the price shows when you download the PDF. With the yearly subscription every download is free for a year.

More GST tools

Related guides

Official sources

Rules on this page come from these official government sources. Check them for the latest position.

Want an expert to file it for you? We file GST returns, reconcile ITC and handle notices for businesses across India.

Last updated: 7 November 2026. Published by S Jha Legal Sansar & Associates. Editorial policy · Disclaimer

🌐 Language · भाषा