How to send professional quotes via WhatsApp
WhatsApp is where your customers are. Learn how to send professional quotes that impress and close jobs faster.
Why send quotes via WhatsApp?
WhatsApp is the messaging app almost every South African customer already has open. It's where they ask for quotes, send photos of a burst geyser or a cracked wall, and confirm dates. Sending a quote via WhatsApp means the customer sees it immediately, no email inbox to check, no attachment to download.
A quote sent within the first 30 minutes after a site visit is far more likely to be accepted. With Prummo, you can build and send the quote before you've even left the driveway.
The problem with quotes on paper or in a text message
Many tradespeople still write quotes on a notepad, or worse, send a single number in a WhatsApp text with no breakdown. The problem is the customer has no way to see what they're actually paying for, and it looks unprofessional next to a proper document.
With Prummo, the customer gets a WhatsApp notification, taps the link, and sees the quote on a professional page with your details and every line item. They can accept it right there.
How to do it with Prummo: step by step
- Open Prummo on your phone and tap "New Quote"
- Tap the microphone and dictate what you'll do: materials, quantities, prices
- Prummo automatically organises everything into quote line items
- Review and adjust if needed
- Tap "Send via WhatsApp". The customer receives a professional link
The customer opens the link, sees the quote with your details, and can accept the quote or pay by EFT or PayShap directly from the page.
Tips for quotes that close jobs
Be specific with materials and quantities. "6 metres of 22mm copper pipe at R95 a metre" looks far more professional than "pipes and fittings".
Always include labour as a separate line item. Customers appreciate seeing exactly what they're paying for the work itself, not just materials.
Send the quote as fast as you can. The first tradesperson to respond with a polished quote has a huge advantage over someone who takes two days to get back to a customer.
Frequently asked questions
Does the customer need to install anything?
No. The customer receives a link on WhatsApp that opens in their phone's browser. They don't need to install anything.
Can I customise the quote before sending?
Yes. After Prummo organises the quote, you can edit any line: change descriptions, prices, quantities, or add new lines.
Can the customer pay directly through the link?
Yes. Once the customer accepts, you can send a PayShap request straight to their banking app, or they can pay by EFT and attach proof of payment to the job. Cash still works too. There's no card checkout for South Africa, but PayShap is usually confirmed within minutes.
Do I need WhatsApp Business to send quotes this way?
No. Prummo sends the quote link over any version of WhatsApp, personal or Business. WhatsApp Business does give you extra features like quick replies and a professional profile, but it's not required to send a quote.
Can I see when the customer opens the quote?
Yes. Prummo shows you when a quote has been opened, so you know whether to follow up with a quick WhatsApp message or wait a little longer.
What happens after the customer accepts the quote?
You get a notification, and the quote status updates automatically. From there you can request payment, whether that's the full amount, a deposit, or the balance on completion, straight from the quote.