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Sales & CRM

GST-Compliant Quotations: A Quick Guide for Agencies

Crystal CRM Team · 4 min read · 2026-02-16

Preview · Featured image — GST-Compliant Quotations: A Quick Guide for Agencies

Every quote built in Excel is a new file, a new formula, a new chance for a calculation error. GST compliance makes that risk worse — one wrong rate and the whole quote is off.

What a compliant line item needs

  • Correct GST rate applied per product or service line
  • Per-line and overall discounts calculated before tax
  • Live-updating subtotal, tax, and grand total

[SCREENSHOT: Quotation summary panel with subtotal, discount, GST, and total breakdown]

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Track what changed between versions

Negotiations happen. Automatic versioning keeps a full audit trail so you always know what was actually agreed to.

Send it, and know what happened next

A branded PDF sent from the platform can be tracked — sent, viewed, accepted, or rejected — instead of disappearing into an email thread.

Crystal CRM Team

Writing about running a better product & service agency.

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