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Customer wants a price before they decide? Send a neat quote on WhatsApp from the Oja app, and turn it into a sale in one tap when they say yes.

4 min read3 stepsReal app screensUpdated 3 Oct 2026
How to Send a Quote and Turn It Into a Sale in Oja

"Let me think about it" is how many sales are lost. A quote keeps the price in front of the customer, with your shop's name on it and a date it is valid until. When they are ready, you turn it into a sale without typing anything again.

Before you start

  • Install the Oja app and sign in to your store.
  • Add the products you are quoting for, or just type the items and prices.

1

Tap New sale, then Send as quote

On Home, tap New sale, then Send as quote ("A price they can think about. Turn it into a sale later."). Add the items, pick the customer and set Valid until, then tap Send quote.

Share it on WhatsApp or any chat straight from the Quote ready screen.

Tap: Send as quote
New sale options in the Oja app with Send as quote highlighted
2

Follow up from Quotes

Open the Orders tab and choose Quotes from the menu at the top. Open quotes are waiting for an answer, with the customer, total and date. Tap one to see it, share it again or cancel it.

Tap: Mrs Bello
Quotes list in the Oja app with an open quote highlighted
3

Turn it into a sale

When the customer says yes, open the quote and tap Turn into sale. Oja creates the sale with the same items and prices. Take the payment, or send a payment link.

Which plan has it:Every plan, including the free Apprentice plan.

Tips that win the sale

  • Keep Valid until short, like a week, so the customer decides sooner.
  • Follow up on open quotes before they expire. A short WhatsApp message is enough.
  • A quote is not a bill: it does not count as a sale or take stock until you turn it into one.

Try it in the Oja app

Oja is free to start. Download the app, open your store in minutes and follow this guide on your own phone.

Start selling free

iPhone, iPad, Android, web and the Oja POS desktop app. One account, the same data, in light or dark mode.