ERP development · Quotation software

Quotation software in the UAE: read the RFQ, quote within margin and turn it into a proforma and tax invoice

Quotation software in the UAE is where a trading company wins or loses its margin. A buyer sends an RFQ as a PDF or an Excel bill of quantities, the salesperson reprices it in a spreadsheet, and nobody checks the cost until the invoice is raised. The sales and quoting module of e-tijariX, offered, implemented and supported by Next Orbit, reads the RFQ, prices each line from the catalogue at true cost and refuses to send a quote that breaks the margin rule.

  • AI Quote Assistant reads RFQs
  • Margin guard per line
  • Quote versions and approvals
  • Quote to invoice in one flow
  • RFQ and BoQ reading
  • Pricing within margin
  • Versions, validity and follow-up
  • Quote to proforma to tax invoice

Quick answer

What is quotation software and who is it for?

Quotation software in the UAE lets a sales team price a customer request, control the margin and convert the accepted quote into the documents that follow without retyping. e-tijariX, offered, implemented and supported by Next Orbit, includes a Quote Assistant that reads an RFQ or bill of quantities and builds the quote from the catalogue within the margin rule. Each revision is kept as a version, approvals apply below the margin floor, and the accepted quote becomes a proforma, tax invoice, delivery order and receipt.

  • Where margin leaks. Prices copied from last year's quote, discounts given without seeing cost, and an RFQ with forty lines retyped by hand with a unit wrong on one of them.
  • Margin guard. Every line shows the FIFO cost beside the price, and a quote below the margin floor is held for approval rather than sent, with the limit set per role.
  • Versions and audit. Each revision is numbered and kept, so the customer's accepted version is the one invoiced and the history shows who changed which price and when.
  • What Next Orbit delivers. Price lists and tiers, margin and discount rules, bilingual quote templates, the RFQ reader trained on your catalogue, approval routes and sales-desk training.
  • Office. Next Orbit Technologies L.L.C, 509-23, Mai Tower, Al Nahda 1, Dubai, United Arab Emirates, serving the whole UAE, the GCC and globally.
  • Built around your operation The architecture is agreed with you before any code, so the system fits how you already work.
  • Proven before you commit A prototype built around your workflow shows it working before the main investment.
  • Ready for the UAE Arabic and English, UAE compliance such as VAT and e-invoicing where it applies, UAE hosting where your rules require it, secure by design.
Your first step A Discovery Call with an engineer One conversation, then a tailored proposal. Book a Discovery Call

What we deliver

Quotation software: what Next Orbit builds and runs for you

Pick a deliverable to see what it covers and the part of the stack behind it.

Deliverable 01

RFQ and BoQ reading

The AI Quote Assistant takes a customer RFQ or bill of quantities as PDF, Excel, email or pasted text, matches lines to catalogue items and drafts the quote for review.

From the stack

  • Node.js
  • Laravel / PHP
  • .NET

Deliverable 02

Pricing within margin

Price lists, dealer tiers and quantity breaks apply automatically, with FIFO cost and margin shown per line. Discount limits per role and a margin floor route exceptions to a manager before the quote leaves.

From the stack

  • Node.js
  • Laravel / PHP
  • .NET

Deliverable 03

Versions, validity and follow-up

Revisions are kept as versions with validity dates, and the CRM pipeline records the quote stage, follow-ups and the reason a quote was won or lost. Reminders go out by email or WhatsApp.

From the stack

  • Flutter (mobile ERP apps)
  • Node.js
  • Laravel / PHP

Deliverable 04

Quote to proforma to tax invoice

An accepted quote becomes a proforma for advance payment, then a tax invoice with every FTA field, a delivery order and a receipt. Stock is reserved at acceptance and released at dispatch at cost.

From the stack

  • Flutter (mobile ERP apps)
  • PostgreSQL
  • Node.js
  • Laravel / PHP

Deliverable 05

Bilingual documents and e-signature

Quotes print in Arabic, English or both with your branding, and can be signed by the customer through the e-signature module with OTP checks. See e-signature software.

From the stack

  • Node.js
  • Laravel / PHP
  • .NET

Swipe to see every deliverable →

Part of our ERP development service. The same architecture-first process, quality control and support apply; tell us the problem and one of our expert engineers will map it to a plan.

Discovery Call
01 / 05

Why organisations come to us for quotation software

  1. Next Orbit implements the module from Dubai for traders in Dubai, Abu Dhabi, Sharjah and across the UAE and GCC.

    Read moreShow less

    Setup loads your price lists, dealer tiers and discount limits per role, designs the bilingual quotation layout and sets the approval route for quotes below the margin floor. The sales desk learns the RFQ reader, versioning and the conversion to proforma, tax invoice, delivery note and receipt in one flow.

02 / 05

Where margin leaks

  1. Prices copied from last year's quote, discounts given without seeing cost, and an RFQ with forty lines retyped by hand with a unit wrong on one of them.

03 / 05

Margin guard

  1. Every line shows the FIFO cost beside the price, and a quote below the margin floor is held for approval rather than sent, with the limit set per role.

04 / 05

Versions and audit

  1. Each revision is numbered and kept, so the customer's accepted version is the one invoiced and the history shows who changed which price and when.

05 / 05

What Next Orbit delivers

  1. Price lists and tiers, margin and discount rules, bilingual quote templates, the RFQ reader trained on your catalogue, approval routes and sales-desk training.

Architecture-first

How a typical quotation software system fits together

Before a line of production code is written we draw the system: the people who use it, the services behind it and the systems it must talk to. This reference architecture from our ERP development practice is the starting point we adapt to your operation.

How data moves
  • Inventorymulti-warehouse
  • Salesquotation → invoice
  • ProcurementPO → receipt
  • Projects & assets
  • HR & payroll
Finance & accounting GL · VAT · e-invoicing
  • Reports & Power BI

Flow 01 Inventory Finance & accounting Reports & Power BI

Flow 02 Sales Finance & accounting Reports & Power BI

Flow 03 Procurement Finance & accounting Reports & Power BI

Flow 04 Projects & assets Finance & accounting Reports & Power BI

Flow 05 HR & payroll Finance & accounting Reports & Power BI

Technology stack

Quotation software: technologies we use

Chosen per project from tools we run in production. Pick a category to see the part of the stack behind it.

  • Node.js
  • Laravel / PHP
  • .NET
  • REST APIs / Webhooks

How it runs

From first conversation to go-live

5 stages, each with a deliverable you can review and sign off before the next begins.

  1. 01

    Demo with your RFQ

    A demo on Next Orbit sample data, then a real RFQ from your inbox run through the Quote Assistant to see the draft it builds.

  2. 02

    Prices and rules

    Price lists, tiers, quantity breaks, discount limits per role and the margin floor configured against your catalogue and costs.

  3. 03

    Templates

    Quotation, proforma and tax invoice layouts designed in Arabic and English with your branding, terms and signature block.

  4. 04

    Pipeline and approvals

    Quote stages, follow-up reminders by email and WhatsApp, and the approval route for below-margin quotes set up in the CRM pipeline.

  5. 05

    Go-live and support

    Sales desk and managers trained on their own screens, open quotes migrated, then support as price lists and rules change.

Who it is for

Organisations we build quotation software for

  • Equipment and project suppliers

    Companies answering long RFQs and BoQs where one mispriced line erases the margin on the order and a slow reply loses it to a competitor.

  • Electronics and IT distributors

    Distributors with fast-moving price lists, dealer tiers and quantity breaks that must apply consistently across the whole sales desk and every branch.

  • Building materials traders

    Traders quoting site deliveries in bulk units with validity dates, repeat orders raised from the same quotation and credit terms checked before acceptance.

  • Sales teams on the road

    Representatives who quote from a phone at the customer's premises, with approvals, versions and the conversion to invoice handled back in the office.

Platforms we offer

Platforms we deliver with quotation software

e-trainia is our own platform; e-tijariX, MeezanX and AuthentiQ we implement and support. Each can be customised for your operation.

B2B + B2C commerce, inventory & ERP

e-tijariX

Dealer and consumer sales, multi-warehouse stock, procurement and VAT accounting on one product master.

  • Verified dealer accounts and price tiers
  • Live stock and transfers across warehouses
  • Quotation → invoice → delivery order
  • UAE e-invoicing (PINT AE) with VAT and Corporate Tax reports

B2B + B2C one store, one stock figure

Explore e-tijariX

Questions, answered

Quotation software in the UAE: questions we are asked

01 What is quotation software in the UAE used for?

It prices customer requests from a catalogue, controls discounts and margin, keeps revisions and converts the accepted quote into proforma, tax invoice, delivery and receipt. In e-tijariX the quote also reserves stock and starts the CRM pipeline record.

02 Can the software read an RFQ sent as a PDF or Excel file?

Yes. The AI Quote Assistant reads an RFQ or bill of quantities from PDF, Excel, email or text, matches each line to a catalogue item and drafts the quote within the margin rule. Lines it cannot match are flagged for the salesperson. It works without an AI key through a rule-based fallback.

03 How does quotation software in the UAE protect margin?

Each line shows the FIFO cost next to the price and the resulting margin. A margin floor and discount limits are set per role, and any quote below the floor waits for a manager's approval. Cost and margin columns can be hidden from roles that should not see them.

04 Are quotation versions kept when the customer asks for changes?

Yes. Every revision is stored as a numbered version with the date, the person who changed it and the lines that moved. The customer accepts one version, and that is the version converted to the proforma and tax invoice, which keeps disputes short.

05 Does quotation software in the UAE print in Arabic?

Yes. Quotations, proformas, tax invoices and delivery notes print in Arabic, English or both on one page, with Arabic shaped correctly in the PDF. Product names and terms are held bilingually, and the customer's preferred language is remembered on their record.

06 Can a quote be signed electronically by the customer?

Yes. A quote or the contract behind it can be sent for signature through the e-signature module with OTP or UAE PASS signer checks and a PAdES signature. The signed copy is attached to the quote and the order, with an audit certificate.

07 How does the quote connect to stock and accounting?

Acceptance reserves stock, dispatch releases it at FIFO cost, the tax invoice posts to receivables and the receipt settles it. Every figure in the ERP for trading companies comes from the same record, so sales, stock and finance never disagree.

Further reading

Quotation software: guides and insights

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