Make a quotation
Send a price offer the customer can accept from a link.
- 1
Start a quotation
Go to Finance → Quotations and tap Quotation. Or, in a chat, tap Quotation under the message box.
Open this in Nuha Chat - 2
Pick the customer
Search your contacts, or type a name and WhatsApp number. Add a billing address if needed.
New quotationCustomer: Search your contacts…Items: + Add an item…Discount (RM) · Valid for (days)Note to customer (optional)TotalSave & sendSketch of the New quotation screen - 3
Add items
Use + Add an item… to pick from your catalog, or Type my own line. Change quantity and price if needed.
- 4
Set discount and validity
Add a Discount (RM) and set Valid for (days). If you are SST-registered, choose whether to add SST.
- 5
Send
Tap Save & send, or Save draft to finish later. If the chat is open, it goes on WhatsApp. If not, copy the message shown and send it yourself.
Tips
- The customer opens the link and taps Accept quotation or Decline.
- Sending a quotation moves the deal to Offer sent in your Pipeline.
- How many quotations you can make each month depends on your plan.
- Agents can save drafts. The owner or an admin sends them.
Something not working?
It says the WhatsApp window is closed
The customer has not messaged in 24 hours. Copy the link, or send a template first.
The quotation shows Expired
Make a new one. You can change the default days in Settings → Payments → Tax & numbering.