Quotations on WhatsApp: A quotation your customer accepts on their phone
Send the price before the order. Your customer opens the link, types their name and accepts, and you raise the bill in one tap.
Part of Invoices & receipts · included in Basic and above · not on Free
Hello Varun, please find attached quotation QUO/26-27/0007 from Your business. The total is ₹24,000.00 and the quotation is valid until 28 Oct 2026. Please note that it is not a tax invoice. You can view it, accept it or ask for a change using the button below.
Hello Varun, this confirms that quotation QUO/26-27/0007 from Your business has been accepted. The total is ₹25,500.00. A copy with the details of the acceptance is attached, and you can view it using the button below.
- Part of Invoices & receipts, not an add-on
- Basic & up
- A new quotation is valid, unless you change it
- 15 days
- Parts in a payment schedule
- 2 to 8
- The customer answers on a page, with no app
- No sign-in
What it does
Everything in Quotations
- A PDF quotation with its own number
- Sent from your own WhatsApp number, and by email
- Accept, ask for a change or decline, from a link
- Optional items the customer can tick
- The whole amount, an advance, or 2 to 8 parts
- One tap raises the bill for each part
- One follow-up before the valid date
- Revise it, and the customer accepts the new version
What your customer sees
One page: the price, the options and a clear yes
The button in the message opens the quotation’s own page. The customer ticks what they want, types their name and accepts, asks for a change or declines.
- Optional items stay out of the total until they are ticked
- The page says what is recorded, before they accept
- Valid for 15 days unless you change it
- Total with what you added
- ₹25,500.00
- Advance
- ₹7,650.00
- Balance
- ₹17,850.00
How it is paid for
The whole amount, an advance, or in parts
Say how the work is paid for as you write the quotation. A schedule has 2 to 8 parts, and each is a share, an amount or the balance.
- Due when they accept, on a date, or when something happens
- Printed on the quotation, for the customer to read
- An advance is billed first; the balance when you say the work is done
Printed on the quotation. Once the customer accepts, each part gets its own bill.
- Part 1Advance₹7,200.00
- How much
- 30%
- When it falls due
- When they accept
- Part 2Mid-course₹9,600.00
- How much
- 40%
- When it falls due
- On a date · 20 Nov 2026
- Part 3Balance₹7,200.00
- How much
- The balance
- When it falls due
- When something happens · On completion
From yes to money
Every part with its bill, and what is still to be billed
An accepted quotation lists each part of its schedule with the bill raised for it, what has been received and what is still to be billed.
- Raise each bill as an invoice or as a proforma
- A part whose bill was cancelled can be billed again
- Each bill has its own page to pay on, and its own reminders
Varun Das
₹25,500.00 · with Printed study material
Version 1 · 14 Oct 2026, 10:41 am
Recorded with the name they typed and the time.
- AdvanceWhen they accept₹7,650.00Paid
Invoice INV/26-27/0061
- Mid-courseOn 20 Nov 2026₹10,200.00Not due yetBill it now
- BalanceOn completion₹7,650.00To be billedRaise the bill
- Billed so far
- ₹7,650.00
- Still to be billed
- ₹17,850.00
Drawn with the dashboard's own components, with sample data.
Getting started
Up and running in four steps
- 01
Make the quotation
Open Invoices and press New quotation. Add what you are quoting for, and mark a line Optional if the customer may add it.
- 02
Say how it is paid for
Full amount, Advance or In parts, and the day it is valid until.
- 03
Send it
It goes from your own WhatsApp number and by email, as a PDF with a link to its page.
- 04
Bill it once accepted
Your team is told. Open the quotation and raise the bill for each part, as an invoice or a proforma.
Who it’s for
Built for these industries
Businesses that agree a price before the work starts. They are examples, not a list of customers.
- Agencies & freelancers
- Weddings & events
- Home services
- Coaching institutes
- Traders & wholesalers
- B2B & manufacturing
What it costs
Part of your plan, not an add-on
Quotations are part of Invoices & receipts, on Basic, Pro and Enterprise. They are not on Free.
| Each month | Basic | Pro | Enterprise |
|---|---|---|---|
| Bills and quotations issuedA quotation counts once, when it is first sent. Each bill raised from it counts as one of its own | 300 | 1,500 | Unlimited |
| Customer emailsOne per address; shared with Bookings | 1,000 | 5,000 | 25,000 |
- The owner and admins are told at 80% of a month’s limit and again when it is used up. Pro gives 1,500 bills and quotations and 2,500 bookings a month.
- On WhatsApp a quotation goes as an ordinary message while the customer’s chat is open. Otherwise it goes as a marketing message, at Meta’s marketing rate: a customer who has stopped marketing messages, or who got another marketing message from you in the last 48 hours, gets it by email only.
- Meta bills each WhatsApp message to your own WhatsApp Business account at its own rates; Fliok adds no markup.
- Each WhatsApp message also counts toward your plan’s monthly message allowance.
- On Basic, customer pages and PDFs carry “Powered by Fliok” and emails “Sent with Fliok”. Pro and Enterprise carry neither.
Said plainly
What it doesn’t do
A quotation gets you a clear yes and a bill to send. These are not part of it.
- A signatureAccepting records the name typed, the time and the version. It is a record of the yes, not a digital signature.
- Taking moneyA quotation never takes money itself. Each part is paid on the bill you raise for it.
- Follow-ups after the valid dateOne follow-up goes before the valid date. Nothing is sent once that date has passed.
How does a customer accept a quotation?
The message has a View quotation button that opens the quotation’s own page, with no sign-in and no app. There the customer ticks any optional items, types their full name and presses Accept quotation, or chooses Ask for a change or Decline. Your team is told each time, and the customer gets a confirmation with the accepted copy.
Is accepting a quotation a digital signature?
No. Fliok records the name typed, the date and time, and which version was accepted. It is a record of the yes, not a digital signature. If you press Revise after that, the customer has to accept the new version.
Can I take an advance, or bill in parts?
Yes. Under How it is paid for, choose Full amount, Advance or In parts: 2 to 8 parts, each due when the customer accepts, on a date, or when something you name happens. Each part gets its own bill, with its own number, its own page with the ways to pay and its own reminders. The quotation itself never takes money.
Does the bill go out by itself when the customer accepts?
Only if you choose that. In the settings, When a customer accepts starts as “Tell me, and I raise the bill”. “Raise and send the bill by itself” bills what falls due on acceptance at once, and a dated part on its day. A part that waits for something to happen is always billed by you.
What if the customer says yes on a call?
Press Record as accepted on the quotation. It is recorded with your name, the time and the version, and the customer is sent a confirmation. It is recorded without the optional items: if the customer wants one, revise the quotation to include it first.
What happens if the customer does not answer?
One follow-up goes 2 days before the valid date, unless you stop it for that quotation, and nothing is sent after that date. The quotation’s screen shows whether the customer has opened it. You can send it again, revise it or withdraw it.
What does sending a quotation cost?
Nothing beyond your plan: quotations are part of Invoices & receipts on Basic, Pro and Enterprise. A quotation counts as one of the month’s bills and quotations (300 on Basic, 1,500 on Pro and unlimited on Enterprise), and so does each bill raised from it. On WhatsApp a quotation goes as an ordinary message while the customer’s chat is open. Otherwise it goes as a marketing message, at Meta’s marketing rate: a customer who has stopped marketing messages, or who got another marketing message from you in the last 48 hours, gets it by email only. The form says which it will be before you send. Meta bills each WhatsApp message to your own WhatsApp Business account at its own rates; Fliok adds no markup.
Is a quotation the same as an estimate or a proforma invoice?
A quotation is the price you offer before the order, which many businesses call an estimate. It has its own numbers, such as QUO/26-27/0007, and says “This is a quotation, not a tax invoice.” under its title. A proforma is a bill sent ahead of the invoice; a part of an accepted quotation can be billed as a proforma or as an invoice.
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Part of Invoices & receipts · included in Basic and above · not on Free
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