Creating a quote in WhatsApp
Send a price before the work starts, to someone who is not a client yet. The form, the validity date, and the one tap your client needs.
4 min read · Video 1:18 · Updated 2026-10-10
Someone asks what you would charge. Send Riffit the word quote and it sends back a form.
Quotes are unlimited on every plan. There is no monthly cap on them.
The form
Almost the same one invoices use, with one field they do not have.
Client. Your most recent clients, with New client at the bottom. A quote usually goes to somebody who has not hired you yet, so that last row is the one you will reach for. Picking it opens a name field, and an email you can leave blank and add later. On Free, a new client counts toward the limit of 5 even when all you send them is a quote.
Service. Required, and first on every item, exactly as on an invoice. Pick one of your saved services and its details and rate fill in, still yours to change. Pick New service and a What you'll do field appears instead. Future tense, because that is what a quote is.
Details, Qty, Rate. Same as an invoice. Rate is per unit, quantity defaults to 1 and takes decimals.
Add another item, up to five.
Discount. None, a flat amount, or a percentage.
Valid for. 7, 15, 30 or 45 days. This is the field that makes a quote a quote.
Tapping Review quote shows you everything back, with Valid until and a real date at the bottom. Save Quote, Edit, Cancel.
Nothing is stored until you save. Once you do, the quote's PDF lands in your chat and Riffit asks how your client should get it: by email on every plan, or on WhatsApp on Pro.
What your client gets
A link. No account, no app, no login.
The page shows your quote in full, and one button: Accept this quote. Tapping it asks once, "Accept this quote?", and a Yes, accept confirms it. That is the whole thing.
There is no code to enter. A quote is not a signature, so charging your client six digits to say yes would tax the exact step you want to be easy. Contracts are different and do ask for one.
Under that button, a quieter link: Request changes. It opens a box where they say what they want moved. It is deliberately not a button of equal weight, because most of the time you want a yes rather than a negotiation.
There is no Decline. Not a hidden one, not a disabled one. The whole idea was removed in August 2026. A client who does not want the work says so in Request changes, which keeps the conversation open instead of ending it with a dead status.
After they answer
Either way, Riffit tells you, on WhatsApp and by email, on every plan.
If they accepted, the WhatsApp message carries a Create invoice and a Create contract button. Create invoice drafts an invoice for the whole quote and takes you straight to sending it. Create contract drafts a Project Contract with the quote's details filled in, and hands you a link to finish and send it on the dashboard, where contracts are made.
If they asked for changes, their note comes through with it and you can revise from the dashboard. The client keeps the same link, as Validity, versions and revising a quote explains.
The chat can do more with a quote later: show you your quotes, extend one, cancel one, or turn an accepted one into an invoice by name. The words for each are in What you can type in chat. And a quote in its last three days before it runs out gets an automatic nudge to your client, covered in Payment reminders.
The faster way, if you are on Pro
Describe it in a sentence instead:
Quote Meera 40k for the brand identity work
Riffit reads the client, the amount and the work out of that, and lands you on the same preview. That path is Pro, and it shares the limit of 10 a day with invoices. A voice note builds invoices only, so for a quote, type the sentence. The form is on every plan, and quotes have no monthly cap on either.
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