Help for professionals
Leads & quotations
Answer enquiries, build itemised quotations, share them and turn them into bookings.
Manage leads (enquiries)Every enquiry lands in your Leads inbox. Reply, add private notes, set follow-up dates and track each lead's status.Create a quotationBuild an itemised quotation with services, packages, inventory, discount, charges, tax, advance and terms.Send and share quotationsSend privately to the customer's account or create a shareable link for WhatsApp. Download a PDF and see when it's viewed.Customer responses, offline acceptance and expiryWhat happens when a customer accepts, declines or asks for changes — and how to record a decision they gave you by phone.
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