Send quotes online that customers accept from a link
Send a quote by email or WhatsApp, see when it is opened, and let the customer accept it on their phone. Every revision is kept, and the accepted quote becomes a sale or an invoice without typing it again.
- Accept from a link
- Every version kept
- Converts in one step
Five a month on the free plan · Unlimited on Growth
QUO-0142
₦1,805,000
Accepted
Quotes this month
18
Follow up quotes before the sale goes cold
A quote sent as a PDF disappears into a chat. You cannot tell whether it was read, the price gets edited until nobody remembers the first one, and the job that was won is typed out again as an invoice. Each of those is a sale put at risk.
Accepted from a link
Every quote has its own page. The customer opens it on their phone, reads it and accepts or declines there, with no account and nothing to print. You see when it was opened and what they decided.
Every version kept
Changing a price creates a new version and marks the old one revised. What the customer saw at each round is never overwritten, which ends the argument about what was offered.
Converted once, without retyping
An accepted quote becomes a pending sale with the stock held for the customer, or a draft invoice ready to issue. Lines, prices and customer carry across exactly.
How to send a quote online
Draft the quote
Pick the customer, add lines from your catalogue or describe the job, and set a valid-until date.
Send it
Let Niimbu email it, or share the link on WhatsApp and mark it as sent.
Negotiate
Revise the price as the conversation moves. Each round is a version.
Convert
When the customer accepts, turn the quote into a sale or an invoice.
Quote QUO-0142
Version 2
Bello Interiors
Valid until 14 Nov
Office chairs x 12
₦1,080,000
Meeting table, oak
₦640,000
Delivery and fitting
₦85,000
Opened twice by the customer, accepted from the link
Know when a quote is opened and accepted
Opened twice, accepted this morning, ready to convert. The quote's own record answers the questions a PDF never could, and the conversion buttons are where the next step belongs.
A changed price is a new version, never an edit
Quotes get negotiated, and editing the original quietly destroys the record of what was offered. A revision keeps every round, marked with when it was sent and what it said, so a dispute about price is settled by looking rather than remembering.
- Revisions kept as numbered versions
- Valid-until dates, with expired quotes marked
- Duplicate a quote for a similar job
QUO-0142
History
Version 1
Sent 02 Nov · ₦1,920,000
Version 2
Sent 05 Nov · ₦1,805,000
Sale SAL-2318
Stock held at Ikeja
A changed price is a new version, so what the customer saw is never lost
Quote templates vs quotation software
The usual way
- Quotes typed in Word and sent as a PDF
- No idea whether the customer even opened it
- The price edited, the old offer lost
- A quote from last year accepted at last year's price
- The accepted quote retyped as an invoice
With Niimbu
- Quotes built from your catalogue in a minute
- You see when it was opened
- Every round of price kept as a version
- Quotes that expire on the date you set
- Converted into a sale or invoice in one step
Quotation features
Drafts
Prepare a quote privately until it is ready to send.
Email or share
Sent by Niimbu, or shared by you on any channel.
Customer link
Accepted or declined by the customer, no account needed.
Viewed tracking
See when the customer opened the quote.
Versions
Revisions kept, never overwritten.
Expiry
A valid-until date on every quote.
Convert to sale
A pending sale, with stock held for the customer.
Convert to invoice
A draft invoice, ready to issue and collect against.
Activity trail
Sent, viewed, revised, accepted and converted, all recorded.
The quote is the first page of the sale. It should not be a separate document.
When the quote, the sale and the invoice are one record, nothing is retyped, nothing drifts, and the price the customer agreed is the price they are charged.
Quotations by type of business
Professional services
Proposals and fee quotes that become invoices when agreed.
Construction
Job quotes negotiated in rounds, with every version kept.
Building materials
Trade quotes for contractors, converted to a sale with stock held.
Events and entertainment
Packages quoted, accepted from a link, and invoiced.
Electronics and gadgets
Corporate orders quoted before the purchase order arrives.
Quotation software
See how Niimbu compares with quoting in Word or on WhatsApp.
Quotation pricing, five quotes a month free
Starter raises it to fifty a month and lets an accepted quote become a sale. Growth and Scale make quotations unlimited.
- No setup fee
- Customers need no account
- See plans on the pricing page
Frequently asked questions
Is sending quotes on Niimbu free?
The free plan includes five quotations a month. Starter raises that to fifty and lets an accepted quote become a sale. Growth and Scale make quotations unlimited.
Does the customer need an account to accept?
No. They open the quote's link and accept or decline it there. Nothing to sign up for and nothing to print.
Can I send quotes on WhatsApp?
Yes. Share the quote's link in the chat and mark it as sent, or let Niimbu email it for you. The customer accepts from the same link either way.
What if the price changes during the negotiation?
Revise the quote. The revision is a new version and the previous one is kept, marked revised, so every round is on record.
What happens when a quote is accepted?
You convert it, once, into a pending sale with the stock held for the customer, or a draft invoice. Everything on the quote carries across.
Can a quote expire?
Yes. Each quote has a valid-until date. If it passes without an answer the quote is marked expired and can no longer be accepted.
The rest of Get Paid
Collection works best when the channels share one set of records. Each of these feeds the same customer, invoice and account history.
The simpler way to scale your business!
Start free and see it working today, or talk to us about pricing for teams and higher volumes.