Quote, approve, invoice — without re-typing a single line.
Approval workflows, validity tracking, and one-click conversion to invoice.
Wholesalers, distributors, and B2B sellers live or die on quotes. NinoPOS Quotations gives you a clean, branded quote in 60 seconds, an approval flow your customer can actually follow, and a one-click conversion to invoice when they say yes.
Today, without Quotations
- Quotes live in Word docs and get edited until the version is unclear
- Approval is "reply to this email" — and lost in a thread
- Quote turns into invoice via copy-paste — and numbers drift
- No way to know which quotes are still pending
- Validity dates expire silently — and the customer asks for the old price
With NinoPOS Quotations
- Quote built in under a minute, fully branded
- Customer approves with one click on a portal link
- One-click conversion to invoice — same line items, same totals
- Pipeline view: open, approved, expired, won/lost
- Validity dates enforced automatically; expired quotes block conversion
Everything in Quotations
No add-ons, no upsells — included on every plan.
Branded PDF quotes
Same template engine as invoices — logos, custom notes, multi-page. Quote feels professional from line one.
- Custom logo + colors
- Notes + terms
- Per-customer language
- Multi-page
One-click to invoice
Approved quote → invoice, in one click. Same items, same totals, same currency. Audit trail links them.
- One-click conversion
- Items + totals copied
- Audit-linked
- Partial conversion supported
Approval workflow
Customer gets a portal link. They can approve, reject with reason, or request changes — all logged.
- Portal approval link
- Reject with reason
- Request-changes flow
- Approval audit trail
Validity & expiry
Set a validity date (e.g. 14 days). Expired quotes can't convert; customer sees an expiry warning before approval.
- Validity per quote
- Expiry auto-block
- Customer-side warning
- Extend with a click
Multi-currency quotes
Quote in the customer's currency; convert to invoice in either currency with the FX rate locked at quote time.
- 5+ currencies
- Locked FX on quote
- Customer-side total in their currency
- Books stay in yours
Quote pipeline
See open, approved, expired, won, and lost quotes at a glance. Drill into any state to act on it.
- 5-stage pipeline view
- Win/loss reporting
- Per-salesperson filter
- Convert from pipeline
How Quotations works in practice
Step by step — from the customer touch to the final ledger entry.
1. Build the quote
Pick a customer, add items, apply discounts. NinoPOS calculates totals, taxes, and validity.
2. Send it
WhatsApp, email, or download the PDF. Customer gets a portal link to approve.
3. Customer reviews
They open the link, see the quote in their currency, and approve, reject, or request changes.
4. Convert to invoice
Approved? One click turns it into an invoice. Partial conversions are supported.
5. Take payment
Same flow as Invoices — payment link, M-Pesa, bank. Auto-reconciled.
6. Win/loss reporting
See quote conversion rate, average value, and which salesperson is winning the most.
Local payments, currencies, and connectivity — sorted out of the box
Quotations ships with M-Pesa Daraja, multi-currency, full offline mode, and WhatsApp customer messaging baked in — no plugin, no add-on.
- M-Pesa Daraja STK push for instant payments
- TZS, KES, UGX, RWF, USD — multi-currency invoicing
- Offline mode for areas with unstable internet
- WhatsApp for receipts, reminders, and orders
- Local tax (VAT) reporting baked in
Frequently asked questions
Specific to Quotations.
Can a customer approve a quote without an account?
Yes. The portal link is unique and unauthenticated. They click it, approve, done.
What happens if a quote expires?
Conversion is blocked. You can extend the validity with one click, or send a fresh quote.
Can I convert part of a quote to an invoice?
Yes. Convert select line items now, leave the rest pending — useful for staged deliveries.
Does it support discounts and taxes?
Per-line and per-quote discounts, plus your configured tax rates. Quote and invoice match exactly.
Can I see win rate per salesperson?
Yes. The pipeline view filters by salesperson and shows conversion rate over any window.
Can I convert a quote in TZS to an invoice in USD?
Yes. The FX rate at quote time is locked; you can convert in either currency with audit trail.
Pairs well with
Modules that work hand-in-hand with Quotations.
Ready to put Quotations to work?
Free to start, no credit card required. Live within an hour.