How to send professional quotes via WhatsApp
WhatsApp is where your clients already are. Here's how to send quotes that look professional and close jobs faster.
Why send quotes via WhatsApp?
WhatsApp is the messaging app almost every one of your clients already has open. It's where they ask for quotes, send photos of the leak or the socket that's playing up, and confirm dates. Sending a quote via WhatsApp means the client sees it straight away, no digging through email or opening attachments.
A quote sent within the first 30 minutes of a site visit has a far better chance of being accepted. With Prummo, you can build and send the quote before you've even reached the next job.
The problem with the old way
Plenty of tradespeople still send quotes as PDFs by email, or worse, on a page torn out of an invoice book. The trouble is the client has to open their email, download the attachment, and more often than not, doesn't look at it properly for days.
With WhatsApp, the client gets a notification, opens it, and sees the quote on a proper, professional page straight away. They can accept it there and then, and know exactly how to pay.
How to do it with Prummo, step by step
- Open Prummo on your phone and tap "New Quote"
- Tap the microphone and talk through the job: materials, quantities, prices
- Prummo organises it all into quote line items automatically
- Check it over and adjust anything that needs tweaking
- Tap "Send via WhatsApp". The client gets a professional link
The client opens the link, sees the quote with your branding, and can accept it directly. From there, you settle payment between you by bank transfer or cash, whichever suits.
Tips for quotes that actually close jobs
Be specific with materials and quantities. "15 metres of 2.5mm twin and earth cable" reads far more professional than "electrical cables".
Always list labour as its own line. Clients appreciate seeing exactly what they're paying for the work itself, separate from materials.
Send the quote as fast as you can. The first tradesperson to come back with something polished has a serious edge over the other two who are still thinking about it.
Frequently asked questions
Does the client need to install anything?
No. The client gets a link on WhatsApp that opens straight in their phone's browser. Nothing to install on their end.
Can I edit the quote before sending it?
Yes. Once Prummo has organised the quote, you can edit any line: change descriptions, prices, quantities, or add new items before it goes out.
How does the client pay once they've accepted?
The client accepts the quote directly on the link. Payment is arranged between you, by bank transfer (Prummo shows your IBAN details on the quote) or cash, whichever you've agreed.