Quotes and customer orders

Quote & Customer Order App for Small Business

Keep quotes and orders separate from completed sales. Choose a customer, add catalog products or scan barcodes, and edit the details before converting to a sale.

Free to download — App StoreFree to download — Google Play

Share a branded quote or order PDF

  1. Set quote validity and a separate personal reminder

  2. Share a branded quote or order PDF

  3. Convert to a sale after confirmation, without re-entering items

A product quote is not a completed sale

A customer asks what twelve mugs and six tote bags will cost. You need a clear offer, not a sale that reduces your inventory before the customer decides. In Salelog, choose a quote, add the customer and catalog items, then review quantities, prices and validity. Use a customer order when you want to keep a pending purchase request on file.

From a price request to a sale

Open the record to edit it when quantities change. Share a branded PDF through your device’s sharing options; sending a PDF is not an electronic acceptance or payment collection flow. When you are ready, select conversion and confirm. Salelog applies the normal sale rules, including stock checks. An order is not a supplier purchase order, shipping job or stock reservation.

Follow up before the offer expires

Quote validity answers how long the offer is intended to remain available. A personal reminder answers when you want to revisit it. Pick these separately: for example, three days of validity and a reminder tomorrow. Orders can have reminders too, without a quotation expiry.

Salelog

Questions before you start

Who receives the reminder?

The user who sets it, not the customer. The record must reach the server first; notification permissions and push delivery also matter. Do not treat it as a guaranteed alarm or an automated follow-up email.

Can I work offline and export a PDF?

You can prepare and edit records offline and sync later. A new record needs its first successful sync and assigned document number before PDF export. Later offline export depends on the required document data being available on the device.

How are quotes and orders counted?

Free and Plus: each quote or order counts as one monthly operation. Converting it creates a sale, counted separately.

Quotes and customer orders

Keep quotes and orders separate from completed sales. Choose a customer, add catalog products or scan barcodes, and edit the details before converting to a sale.

Free to download — App StoreFree to download — Google Play