Quotations and customer orders

Quotation & Customer Order App for Small Businesses

Prepare a quotation for a customer without recording a completed sale. Keep products, quantities and prices together, then turn the record into a sale when you are ready.

Free to download — App StoreFree to download — Google Play

Create and share quotation and order PDFs with your logo

  1. Choose a quotation validity period and your own reminder

  2. Create and share quotation and order PDFs with your logo

  3. Confirm conversion to a sale without typing the items again

Keep a customer’s enquiry separate from your takings

A shop customer asks for a price on a mixed order, or a trade customer wants several items from your catalogue. Preparing a quotation lets you set out the quantities and prices without treating the enquiry as a completed sale. Salelog brings that record together with the customer, rather than leaving the details across messages and a spreadsheet.

A quotation, an order and a sale have different jobs

Choose a quotation while presenting an offer. Use a customer order to keep a pending request ready for later. Both can be edited and converted directly into a sale after confirmation; you do not need to pass a quotation through an order first. The resulting sale follows the usual stock and payment checks. This is not a work-order scheduler or a purchase order to a supplier.

Send a document that is easy to check

Create a PDF with your business details and logo. Check the quantities, prices and totals in the preview before sharing it. Set the quotation’s validity separately from your own follow-up reminder. Orders also support a reminder, so pending work need not disappear into a notebook.

Salelog

Before you prepare your first quotation

Does my customer get an automatic reminder?

No. A reminder is for the user who sets it. It requires server synchronisation and permitted notifications; delivery is not guaranteed. Sharing a quotation does not add customer email automation or electronic acceptance.

What happens if I prepare a quotation without a connection?

The mobile app supports offline records and later synchronisation. Before a new record can produce a PDF, it must sync successfully and receive its document number. Subsequent offline PDF creation needs the relevant data on the device.

How do these records use my plan allowance?

On Free and Plus, a quotation or order uses one monthly operation; the sale created on conversion counts separately.

Quotations and customer orders

Prepare a quotation for a customer without recording a completed sale. Keep products, quantities and prices together, then turn the record into a sale when you are ready.

Free to download — App StoreFree to download — Google Play