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🧮Quote a Prospect, Convert to a Case, No Re-Entry

Visa Fee Quotation Calculator for Indian Consultancies

Build an itemized fee quotation for a prospect in minutes, track whether it was viewed and accepted, and convert an accepted quote straight into a case and GST invoice — with the line items carrying over automatically, no re-typing.

No credit card neededConverts straight to invoiceINR pricing, no surprises
📥
Facebook lead
Auto-captured · now
💰
Payment received
₹61k — Nanda Tandon
🛂
Visa approved!
Arjun K. — Canada PR
app.visabos.com/dashboard
📊 Dashboard
👥 Leads
🎓 Students
🛂 Visa Cases
📄 Documents
💰 Payments
📚 Coaching
📈 Analytics
Good morning, Rahul 👋
Tuesday, 10 March 2026
New Leads Today
14
↑ 3 from yesterday
Active Visa Cases
87
↑ 12 this week
Revenue This Month
₹4.2L
↑ 18% vs last month
Appointments Today
9
2 pending
Lead Pipeline
New34
Contacted28
Qualified19
Proposal11
Recent Leads
PS
Priya S.
New
AK
Arjun K.
Qualified
SR
Simran R.
Proposal
MV
Mohammed V.
Contacted
What It Is

What does a visa fee quotation calculator actually build?

Before a prospect becomes a paying case, they usually ask one question first: what will this cost, all in? VisaBOS lets a counsellor answer that with an itemized quotation — the consultancy service fee listed alongside reference line items like visa application fees, biometric fees, or test fees — built from a reusable destination-specific template rather than typed from scratch each time. The quotation moves through a tracked status — draft, sent, viewed, accepted, or expired — and once a prospect accepts, the counsellor converts it directly into a live case and a GST invoice with one action, carrying every line item over automatically. To be clear about what this is not: VisaBOS does not automatically fetch or guarantee current government or third-party fee figures — your team maintains those reference amounts — and a quotation itself creates no accounting entry until it is converted. See our GST invoicing software for visa consultants page for how the invoicing layer itself works.

Sound Familiar?

Why do fee estimates keep causing confusion later?

A verbal number on a phone call, an inconsistent format across counsellors, and a re-typing step the moment a prospect actually says yes.

💬

Fee Estimates Get Quoted Verbally or Over WhatsApp

A prospective client asks what the whole process will cost, and the answer often comes as a spoken figure on a phone call or a quick WhatsApp message — with no written record of exactly what was included, what third-party fees were mentioned, or what number the family actually walked away with. Weeks later, if the quoted figure is disputed, there's nothing to point back to.

🧮

Every Counsellor Builds Estimates Their Own Way

Without a shared quotation format, different counsellors present costs differently — some include biometric and test fees, others don't; some break out the consultancy fee separately, others bundle everything into one number. This inconsistency makes it hard for a manager to know what was actually promised to a given family, and makes the business look less professional than it is.

🔁

Accepted Estimates Get Re-Typed Into a Case and Invoice

Once a prospect agrees to move forward, the fee breakdown that was verbally discussed or emailed has to be manually re-entered to open the case and raise an actual invoice — a redundant, error-prone step where amounts or line items can drift from what the prospect originally agreed to.

The Quotation Workflow

From a prospect's question to a billed case.

Every quotation follows the same tracked path, so nothing depends on a WhatsApp message nobody can find later.

📝
Draft
Built from a destination template
📤
Sent / Viewed
Shareable link, open tracked
⚖️
Accepted / Expired
Validity window enforced
Case + Invoice
One-click conversion, no re-entry
Feature Deep Dive

What makes a quotation more than a WhatsApp number?

Five purpose-built capabilities that connect a prospect's fee question to a tracked document, and a tracked document to a real case.

🧾

Itemized Quotation Builder

Consultancy fee and reference line items, listed clearly

  • Consultancy service fee and reference third-party line items (visa fee, biometric fee, test fee) listed separately
  • Reusable templates per destination or visa type as a starting point
  • Amounts and line items fully editable per prospect before sending
  • Clean, shareable quotation document generated automatically from the line items entered
📤

Status Tracking: Draft → Sent → Viewed → Accepted/Expired

Know exactly where every quotation stands

  • Every quotation moves through a defined, timestamped status workflow
  • Shareable link records when a prospect opens the quotation
  • Optional validity window auto-expires an unactioned quotation rather than leaving it open-ended
  • Full quotation history visible per prospect, even across multiple revised quotes
🔄

One-Click Conversion to Case and Invoice

No re-entry once a quotation is accepted

  • Accepted quotation converts directly into a live case with one action
  • Line items and amounts carry over automatically into the generated GST invoice
  • Case opens already linked to the exact figures the prospect reviewed and accepted
  • Removes the manual re-typing step between an accepted estimate and a billed case
📋

Manually Maintained Fee Reference Library

Reusable line items, kept current by your team

  • Reusable line-item library per destination, so counsellors aren't retyping fee names from scratch
  • VisaBOS does not auto-fetch or guarantee current government or third-party fee figures
  • Your team confirms and updates reference amounts as embassies, governments, or test providers change them
  • Clear internal note field to record when a reference figure was last confirmed and by whom
📊

Quotation Conversion Reporting

See which quotes turn into cases

  • Track quotation-to-case conversion rate by counsellor and by destination
  • Identify patterns in quotations that expire unactioned versus those accepted quickly
  • Feeds into the same lead-conversion visibility as our lead conversion software
  • Exportable for branch-level review alongside other consultancy KPIs

An accepted quotation converts using the exact same GST-compliant invoicing engine that powers our GST invoicing software, so the figures a prospect agreed to and the figures on the invoice are always the same numbers.

Getting Started

How fast can you start quoting prospects properly?

Building your destination templates takes a session — every quotation after that takes minutes to send and one click to convert.

01

Build Your Destination Fee-Line Templates (One-Time)

Set up reusable quotation templates per destination or visa type with the typical consultancy fee and reference third-party line items your team quotes most often. Confirm the current reference figures before saving each template.

02

Send a Quotation, Track Its Status

Start from a template, adjust the line items and amounts for the specific prospect, and share the quotation link. VisaBOS tracks when it is viewed and lets the prospect or counsellor mark it accepted.

03

Convert an Accepted Quote Into a Case and Invoice

Once accepted, convert the quotation into a live case with one action — the line items carry over automatically into the case record and the GST invoice, with nothing re-typed.

At a Glance

VisaBOS Fee Quotation Calculator at a Glance

Draft→Accepted
Quotation Status Workflow
One-Click
Convert to Case & Invoice
Per-Destination
Reusable Templates
14-Day
Free Trial
₹5,000/mo
Starter Plan
FAQ

Frequently Asked Questions

Common questions from Indian visa consultancies evaluating fee quotation and estimate tracking built into their CRM.

What does visa fee quotation calculator software actually do?+
It lets a counsellor build an itemized fee quotation for a prospective client before they become a paying case — listing the consultancy service fee alongside reference line items like visa application fees, biometric fees, or test fees that a family will need to budget for — and share it as a clean, professional quote rather than a verbal estimate or a WhatsApp message. VisaBOS tracks the quotation through a status workflow from draft to sent to accepted or expired, and an accepted quotation can be converted directly into a case and a GST invoice without re-entering any of the line items.
Are the third-party fee line items — visa fees, biometric fees, test fees — kept up to date automatically?+
No, and this is an important distinction: VisaBOS does not automatically fetch or guarantee current government visa fees, embassy fees, or third-party test fees from any external source. Those figures are set by embassies, governments, and test providers, and change periodically. A counsellor enters or updates these reference line items manually — VisaBOS gives you reusable line-item templates per destination so you aren't retyping them from scratch each time, but your team is responsible for confirming the current figures are accurate before quoting a client. This is a formatting and tracking tool, not a live fee-lookup service.
Is a quotation the same as an invoice?+
No. A quotation is a pre-sale estimate shared with a prospect before they commit — it has no GST invoice number, does not represent a billed transaction, and creates no accounting entry. An invoice is generated only once a quotation is accepted and converted, at which point VisaBOS creates the actual GST-compliant invoice tied to a real case, using the same line items from the accepted quotation so nothing needs to be retyped. Keeping the two separate avoids GST records being cluttered with quotes that a prospect never accepted.
How does VisaBOS track whether a quotation was viewed or accepted?+
Every quotation moves through a defined status — draft, sent, viewed, accepted, or expired — and each transition is logged with a timestamp. When a quotation is shared with a prospect via a shareable link, VisaBOS records when it was opened, and the prospect (or the counsellor, recording a verbal confirmation) can mark it accepted. Quotations can also be configured with a validity window, after which an unactioned quotation is automatically marked expired rather than sitting indefinitely in an ambiguous state.
What happens when a quotation is accepted?+
The counsellor converts the accepted quotation into a live case with one action. The line items, amounts, and prospect details carry over automatically — there is no need to recreate the case or re-enter the fee breakdown. From there, the case follows the same document checklist, payment, and GST invoicing flow as any other VisaBOS case, with an invoice generated from the same line items the prospect already reviewed and accepted.
Can quotation templates be customized per destination or visa type?+
Yes. A consultancy can save reusable quotation templates per destination or visa type — for example, a Canada study permit template with its typical line items, or a Schengen short-stay template with a different set — so a counsellor building a new quote starts from a relevant template rather than a blank line-item list. Templates are a starting point; individual amounts and items are still edited per prospect, since every family's situation and the fees applicable to them can differ.
Does VisaBOS calculate GST on a quotation the same way it does on an invoice?+
A quotation can show an estimated GST breakdown alongside the consultancy fee line items so a prospect sees an all-in estimate, not just a base figure. This is clearly presented as an estimate on the quotation document, since GST treatment and any other charges are finalized only when the quotation is converted into an actual invoice at the point of acceptance — see our GST invoicing software for visa consultants page for how the invoicing layer itself works.
Is there a free trial for the quotation calculator feature?+
Yes — VisaBOS offers a 14-day free trial with full access to quotation building and tracking alongside every other feature, no credit card required. You can build a sample quotation from a template, share it, mark it accepted, and convert it into a test case and invoice before deciding to subscribe. Pricing starts at ₹5,000 per month, billed in INR.
Stop Quoting Fees Over WhatsApp

Quote, Track, and Convert on One Platform

Itemized quotations, tracked acceptance, and a one-click path to a case and GST invoice — built into VisaBOS, the CRM designed for Indian visa and immigration consultancies.

14-day free trial · Quotation calculator included · Cancel anytime · ₹5,000/mo starter

// Investment

Enterprise-grade platform. India pricing.
No USD surprises.

All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.

Monthly
AnnualSave 20%
Core
5,000
/mo
Billed monthly  ·  4,000/mo on annual
For single-branch consultancies deploying their first operating system.
  • 1 Branch
  • Up to 5 Staff Accounts
  • Lead Management + Pipeline
  • Visa Case Management
  • Document Management
  • Appointments & Walk-in Log
  • Payment Tracking & Invoices
  • Exam Coaching Module
  • Full Analytics Dashboard
  • Multi-branch Management
Start Free Trial
Most Popular
Professional
15,000
/mo
Billed monthly  ·  12,000/mo on annual
For consultancies running visa + exam coaching — one OS for everything.
  • Up to 3 Branches
  • Up to 20 Staff Accounts
  • Everything in Core
  • Exam Coaching (Batches, Tests, Assignments)
  • Meta Lead Webhook (Facebook/Instagram)
  • Razorpay Payment Integration
  • Full Analytics Dashboard
  • Internal Team Chat
  • 50+ Granular RBAC Permissions
  • Unlimited Branches
Start Free Trial →
Enterprise
50,000
/mo
Billed monthly  ·  40,000/mo on annual
For multi-city agencies that demand complete operational control.
  • Unlimited Branches
  • Unlimited Staff Accounts
  • Everything in Professional
  • Cross-branch Messaging
  • Priority Support + Dedicated Manager
  • Custom Branding on Invoices
  • SLA-backed Uptime Guarantee
  • Early Access to New Modules
  • API Access (coming soon)
  • Personalised Onboarding Session
📅 Book a Demo
Not sure which plan fits?
Book a 15-min call — we'll look at your branches, team size, and lead volume and recommend the right tier. No sales pressure.
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🛡️
30-day money-back guarantee. If VisaBOS doesn't organise your operation, we refund every rupee — no questions asked.
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