Frequently asked questions
Getting started
How long does it take to set up?
About five minutes. You'll add your business details, logo, and default quotation settings during onboarding — you can start quoting immediately after.
Do I need to add all my products before I can quote?
No — you can add custom line items on the fly and build your catalog gradually as you go.
Is there a mobile app?
Not yet. Apps for Android and iOS are coming, and we expect them on 19 June 2027. Until then Quotelogue works in your phone's browser, and your customers never need an app to open a quotation.
Sending quotations
Do my customers need to install anything?
No. Every quotation is a link that opens in any browser — no app, login, or download required.
Can I send quotations by email as well as WhatsApp?
Yes, email and a copyable link are both available alongside WhatsApp sharing.
Can I edit a quotation after sending it?
You can edit a draft freely. Once sent, edits create a new version so the customer's view stays consistent with what they agreed to.
Tracking & follow-ups
How does Quotalogue know when a customer views a quote?
Opening the quotation link logs a view automatically — no action needed from your customer.
How are follow-ups decided?
Any quotation sent but not yet accepted or declined gets a follow-up date based on your default validity settings, shown in the Follow-ups workspace.
Rewards
What are points?
Points are a thank-you for using Quotalogue. Your workspace earns them for finishing setup, sending and winning your first quotations, coming back each day, paying for a plan and inviting people. You can spend them on plan time.
How does inviting someone work?
Share your link from the Rewards page. When the person who joins with it sends their first quotation, you both get points. There is a limit on how many people can be rewarded every 30 days.
How do I get my business on the homepage?
Open Showcase in your workspace, fill in your page and choose how many weeks. A person looks at every page before it goes live, and the points are held until then. If it is turned down or you change your mind while it waits, they come back.
What happens when someone sends an enquiry?
It lands in your Leads inbox and you get a notification. One click adds the person as a customer, ready for a quotation.
Can I review Quotalogue?
Yes. If you manage billing for your workspace we will now and then ask, and you can always write one from the Rewards page. A person reads each review before it goes on the homepage, and you get points when it is approved. You choose the name and business shown, and you can remove it whenever you like.
Can I buy points, or turn them into cash?
No. Points are earned, not bought, and they have no cash value.
Billing
What happens if I go over my plan's limit?
You'll be prompted to upgrade before creating another quotation — everything already sent keeps working.
Can I cancel anytime?
Yes. Turn off automatic renewal in Settings → Billing and you keep your plan until the end of the period you paid for. Nothing more is charged.
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