How to send professional quotes via WhatsApp
WhatsApp is where your clients are. Learn how to send professional quotes that impress and close jobs faster.
Why send quotes via WhatsApp?
WhatsApp is the most widely used messaging app worldwide, with over 2 billion users. It is where your clients ask for quotes, send photos of problems, and confirm jobs. Sending a quote via WhatsApp means the client receives and sees it immediately, without checking email or opening attachments.
A quote sent within the first 30 minutes after a site visit is far more likely to be accepted. With Prummo, you can create and send your quote before you even arrive at the next job.
The problem with traditional quotes
Many tradespeople still send quotes as PDFs by email, or worse, handwritten on paper. The problem is that the client has to open their email, download the PDF, and often only looks at the quote days later.
With WhatsApp, the client gets a notification, opens it, and sees the quote on a professional page. They can accept and even pay online right then and 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 will do: materials, quantities, prices
- The AI automatically organizes everything into quote line items
- Review and adjust if needed
- Tap "Send via WhatsApp". The client receives a professional link
The client opens the link, sees the quote with your branding, and can accept or pay online directly.
Tips for quotes that close jobs
Be specific with materials and quantities. "12 metres of 2.5mm twin and earth cable" looks far more professional than "electrical cables".
Always include labour time as a separate line item. Clients appreciate transparency.
Send the quote as quickly as possible. The first professional to respond with a polished quote has a huge advantage.
Frequently asked questions
Does the client need to install anything?
No. The client receives a link on WhatsApp that opens in their phone's browser. They do not need to install anything.
Can I customise the quote before sending?
Yes. After the AI organises the quote, you can edit any line: change descriptions, prices, quantities, or add new lines.
Can the client pay directly through the link?
Yes. The quote link includes the option to pay online by card or in installments with Klarna.