Quote on WhatsApp. Get Paid. No Switching Apps.
3Sigma CRM lets you build a quotation from your product catalog, share it on WhatsApp in two taps, convert to invoice when the deal is closed, and send a Razorpay payment link — all from one mobile CRM.
The WhatsApp quote chaos every Indian SMB knows
Suresh Mehta runs a building materials trading firm in Ahmedabad. When a contractor messages on WhatsApp asking for a quote on 500 steel bars, Suresh opens Excel, types out the rates, exports to PDF, opens Google Drive, uploads it, copies the link, goes back to WhatsApp, pastes the link and sends it.
If the contractor haggles and wants a revised quote, the whole process repeats. By the time the invoice is raised and a payment link is sent separately through Razorpay, Suresh has switched between 5 apps and the lead has been waiting 30 minutes.
Before 3Sigma
- • Excel → PDF → Drive → link → WhatsApp
- • Manual line items typed every time
- • No record of what was quoted vs invoiced
- • Payment tracked in a separate WhatsApp chat
- • Invoice raised manually in Tally/Zoho Books
With 3Sigma
- Quote from catalog in 2 min, from the phone
- Share PDF on WhatsApp in one tap
- Quote history on the lead timeline
- Convert to invoice with one tap
- Razorpay link sent on WhatsApp from CRM
From WhatsApp enquiry to paid invoice — 6 steps, one app
The entire quote-to-payment flow lives inside 3Sigma CRM, alongside the WhatsApp conversation.
Lead arrives, conversation starts on WhatsApp
A lead comes in from IndiaMart, Facebook or JustDial. It lands in 3Sigma automatically. You reply on WhatsApp from the shared team inbox — asking about requirements, budget, timeline.
Create a quotation from the lead screen
Tap to create a quotation right from the lead's timeline. Pick items from your product catalog, add quantities, apply discount and tax. The quote is ready in under 2 minutes — from your phone.
Share the quotation on WhatsApp
Send the quotation PDF directly to the lead's WhatsApp from 3Sigma — no saving to Drive, no switching apps. The lead sees a professional PDF with your branding, line items, tax and total.
Convert to invoice when the deal is closed
Lead accepts the quote? Convert it to a tax invoice in one tap. All the line items carry over. Change the status from Quotation to Invoice. Share the invoice on WhatsApp.
Send a Razorpay payment link on WhatsApp
Generate a Razorpay payment link from the invoice and send it on WhatsApp. The customer pays online. Payment status updates in the CRM — you see who paid and when.
Track order and payment status
The quotation, invoice and order are all attached to the lead's timeline. See the full history — what was quoted, what was invoiced, what was paid — in one place.
Product catalog — stop typing rates from memory
Store your entire product or service list in 3Sigma's catalog — name, unit, price, tax rate, description. When you build a quotation, you pick items from the catalog instead of typing rates manually each time.
Products with variants
Store different sizes, grades or SKUs as separate catalog items. Pick the right one when quoting.
Tax and discount per line
Apply GST rate, discount percentage or fixed discount per line item — the total updates automatically.
Quotation templates
Customise your quotation layout — logo, letterhead, terms and bank details — so every PDF looks professional.
Mobile-ready
Create a full product catalog and raise quotations entirely from the Android app. No laptop, no desktop software.
3Sigma vs WhatsApp broadcast tools for quoting
AiSensy, Wati and DoubleTick send WhatsApp messages — they don't have quotations, invoices or payment tracking.
| Capability | WhatsApp Broadcast Tools | 3Sigma CRM |
|---|---|---|
| Product catalog with line items | ✗ | ✓ |
| Quotation builder (tax, discount, branding) | ✗ | ✓ |
| Share quotation PDF on WhatsApp | ✗ | ✓ |
| Convert quotation → invoice | ✗ | ✓ |
| Razorpay payment link from CRM | ✗ | ✓ |
| Payment status tracking | ✗ | ✓ |
| Quotation + WhatsApp chat on same timeline | ✗ | ✓ |
| Mobile-first (raise quote from phone) | ✗ | ✓ |
| Pipeline & sales stages | ✗ | ✓ |
| SIM-based auto-dialer for follow-up | ✗ | ✓ |
Who uses WhatsApp quotations in India
Building materials traders
Quote rates for cement, steel, tiles over WhatsApp; invoice on confirmed order.
Manufacturing B2B sellers
Custom product enquiries from IndiaMart → quote with MOQ and delivery → invoice on PO.
Interior designers
Moodboard + quotation sent on WhatsApp; 50% advance collected via Razorpay link.
Solar EPC companies
Site survey → system quotation with line items → invoice for advance payment.
Coaching institutes
Course fee quotation shared on WhatsApp; invoice raised after admission; fees collected via Razorpay.
Automobile dealers
Car + accessories quotation on WhatsApp; booking amount collected via payment link.
Everything works from your Android phone
Most CRMs with quotation features require a desktop or a laptop. 3Sigma's full sales document workflow — quotation creation, invoice generation, Razorpay payment links, and payment status tracking — is completely available on the Android mobile app.
A field salesperson visiting a customer's factory can create a custom quote on the phone, share it on WhatsApp before leaving the site, and collect the booking amount via a Razorpay link — all before driving back to the office.
Frequently asked questions
Can I send a quotation on WhatsApp from inside the CRM?
Yes. In 3Sigma CRM, you create a quotation with your product catalog, line items, tax and discount, then share it directly to the lead's WhatsApp number in two taps — as a PDF or a formatted message. The quotation is attached to the lead's timeline so you always see what was quoted, when, and whether it was accepted.
How do I convert a quotation to an invoice?
Once the customer accepts a quote, you convert it to an invoice inside the CRM with one tap. The line items, pricing, tax and buyer details carry over — no re-entering. You can then share the invoice on WhatsApp or via email, and update the payment status as it comes in.
Can I create a product catalog inside 3Sigma?
Yes. 3Sigma has a product catalog where you store your products or services with name, price, unit, tax rate and description. When you create a quotation, you pick items from the catalog — so you're not typing product details manually every time. The catalog makes quotation creation fast from the phone.
Is there a Razorpay payment link I can send on WhatsApp?
Yes. 3Sigma integrates with Razorpay. You can generate a Razorpay payment link from within the CRM and share it on WhatsApp — so the customer pays directly from the chat. Payment status syncs back to the CRM so you can see who has paid and who hasn't.
Can my team create quotations from their phone in the field?
Yes. Quotation and invoice creation are fully available on the 3Sigma mobile app — your field salesperson can build a quote on their Android phone while at the customer's site and share it on WhatsApp before leaving. No laptop required.
Is this different from a WhatsApp broadcast or catalog tool like AiSensy or Wati?
Yes, completely different. AiSensy, Wati and Interakt let you send a WhatsApp product catalog or message. They don't have a CRM, a proper quotation builder, line items, tax/discount, invoice conversion, payment tracking or Razorpay integration. 3Sigma is a full CRM where the sales document workflow (quote → invoice → payment) lives inside the same app as the WhatsApp conversations and lead pipeline.
Can I customize the quotation template?
Yes. 3Sigma has quotation and invoice template customization — your company logo, letterhead branding, custom fields on the document, tax labels, and layout options. The output is a professionally formatted PDF that you can share on WhatsApp or email.
Explore more
Quote → Invoice → Paid. All on WhatsApp.
Stop copying rates into Excel and WhatsApp separately. Build your quotation, share it on WhatsApp, collect payment — from your phone, in minutes.