From customer request to signed job.
Here's exactly what happens at each stage of a quotation's life in Quotalogue.
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1
A customer asks for a price
A customer calls, WhatsApps, or walks in asking how much a job costs — a generator install, a CCTV setup, a repair.
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2
You build the quotation
Search for the customer or add them in seconds. Add items from your saved catalog or type a one-off line, set quantities and any discount, and Quotalogue calculates the subtotal, tax, and total live as you go.
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3
You send it
Choose WhatsApp for a ready-to-send message with the quotation link, copy the link directly, download a PDF, or email it — whatever fits how you talk to this customer.
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4
The customer opens it
They see a clean, professional quotation on their phone — no app required. Quotalogue logs the moment they open it, so you know it was seen.
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5
They accept or decline
One tap for the customer. You get notified immediately either way, and — if declined — you can capture why for next time.
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6
You follow up before it goes cold
If a quotation sits without a response, it shows up in your follow-up workspace with full context — sent when, viewed when — so you know exactly who to reach out to and when.
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7
The quote becomes a sale
An accepted quotation is your record of the agreed price, items, and terms — ready to reference when it's time to invoice or deliver.