A professional quote — on the customer's WhatsApp in minutes
Pick products and services, drag the lines into order and the VAT is calculated for you. Send the quote on WhatsApp or by e-mail from the same screen, and once the customer agrees turn it into a tax e-invoice.
- WhatsApp and e-mail
- One-click duplicate
- ZATCA-ready invoice
Quotes that are faster and more accurate
Lines from your catalogue
Products and services are saved with their units and rates; pick them instead of typing every time.
Drag to reorder lines
Drag a line into place and the quote reads exactly the way you want the customer to see it.
VAT calculated for you
Totals, VAT and discounts are calculated automatically, without mistakes.
Send on WhatsApp
The quote reaches the customer on WhatsApp from your company number, and you answer questions in the same chat.
Send by e-mail
For companies that work by e-mail, the quote arrives in a tidy message.
Duplicate a quote
A new customer wants the same offer, or a revised version? Duplicate it and edit the lines in seconds.
From the deal to the quote to the customer
Create the quote from the opportunity, or directly for a lead or account, with the customer details filled in. When you win the deal, the lead becomes a contact and an account with its full history — and its quotes and invoices stay linked to the file.
- Quote a lead before they become a customer
- Every quote linked to the deal and the customer
- Won = contact and account automatically
Customer agreed? The invoice in one click
Turn the quote into a tax e-invoice that meets ZATCA phase 2 requirements and send it on WhatsApp or by e-mail. Recurring invoices for monthly contracts are issued automatically.
- Tax e-invoice that meets ZATCA rules
- Send invoices on WhatsApp and by e-mail
- Recurring invoices for contracts
A quote straight from the WhatsApp chat
A customer asks on WhatsApp "how much is…?" — the AI agent can prepare a quote from your products and send it as a PDF in the same chat, while your team follows up.
- A PDF quote in the same chat
- From your saved products and rates
- Your team takes the follow-up
Frequently asked
Can I send the quote on WhatsApp?
Can I quote a lead?
Is the invoice ZATCA compliant?
Can I duplicate an old quote?
Are quotes part of the core CRM?
Let customers reach you instantly
We set up a trial of the Klamna platform with your numbers and team, and show you how it organises calls and chats from day one.