Send Quotes via WhatsApp
A client calls about a paint job. You are standing on a ladder at another job. You say "I will send you a quote later." Later becomes tomorrow. By then, they have called someone else. The job is gone.
Speed wins work. Not the cheapest quote. The first one. But writing a proper quote takes time. You need to sit down, open a laptop, type it up, save as PDF, send it. By then, the moment has passed.
A voice note with a price is not a quote. A number in a chat message is not a quote. Clients take you seriously when you send a document that looks like a business wrote it.
How quoting works on wabill
You are still on the ladder. You open WhatsApp and type "quote for Nomsa, 3-bedroom interior paint, R12,000 labour, R4,500 materials." Before you climb down, Nomsa has a professional PDF quote on her phone. Your logo, itemised pricing, terms and conditions. QUO-202603-0014. She says yes. You tap convert. The invoice is ready.
Describe the job on WhatsApp.
Say "quote" then describe the work and pricing in plain language. Multiple items, quantities, whatever you need.
Send the quote to your client.
Professional PDF with your logo, full breakdown, VAT, 30-day validity, and terms. Lands on their WhatsApp.
Convert to invoice when accepted.
One tap. All the details carry over. No retyping. The invoice references the original quote number.
What is on the quote
Quotation header
Your logo, business details, client details, itemised pricing, and VAT calculations if registered.
Terms and conditions
30-day validity, price change disclaimer, non-binding until accepted. Included automatically.
Professional numbering
QUO-202603-0001. Sequential. A clear paper trail from quote to invoice.
Quote to invoice
One tap converts. All details carry over. The invoice references the original quote number.
Editing and managing quotes
Corrections before sending. "Add tiling R8,000." "Remove the plumbing." "Change labour to R6,000." The AI understands plain language. Fix anything before you send.
Manage from WhatsApp. Tap My Documents in the menu to see pending quotes. Each quote has tappable buttons for every action: accept, reject, convert to invoice, resend, delete. No commands to type. No browser needed.
The cost of quoting late
You keep saying "I will send you a quote later." Some clients wait. Most do not. You lose jobs not because you are too expensive, but because you are too slow. The tradesperson who sends a professional quote first usually gets the work.
Who uses this
A tradesperson who gets quote requests between jobs and cannot sit down to write one.
A freelancer who wants to look professional without spending an hour on a document.
A builder who needs to quote on a kitchen renovation while standing in the kitchen.
Anyone who sends prices in voice notes and wishes they had something more professional.
FAQ
How do I convert a quote to an invoice?
When your client accepts, open the quote on WhatsApp or the dashboard and tap convert. One step. All the details, amounts, and client information carry over. The invoice references the original quote number.
What terms are on the quote?
Every quote includes standard terms automatically: 30-day validity period, price change disclaimer, and a statement that the quote is non-binding until accepted.
Do quotes count towards my free documents?
Yes. Your 10 free documents include both invoices and quotes. After that, R49/month covers unlimited everything.
Can I manage quotes from WhatsApp?
Yes. Tap My Documents in the menu to see pending quotes. Each quote has tappable buttons to mark as accepted, rejected, convert to invoice, resend, or delete. All inside WhatsApp.