FAQ

Questions? Answered.

Everything people usually ask before (and after) their first quote.

Getting started

What is SharpQuote?

SharpQuote makes professional quotes and invoices for small businesses, right inside WhatsApp. You describe a job in a voice note or a message, and it sends back a branded PDF quote in about a minute. It also turns quotes into invoices, lets clients accept online, follows up, and keeps track of who's paid.

How do I sign up?

Tap Start free on WhatsApp on this website, or save 076 381 3074 and send "Hi". Tap Make my first quote, tell it your business name and the kind of work you do, and you're ready. It takes about two minutes.

Do I need to download an app or use a computer?

No. Everything happens in WhatsApp on your phone, with nothing to install. If you like a bigger screen, there's also an online dashboard: log in with a code sent to your WhatsApp.

Who is SharpQuote for?

Anyone who sends quotes: builders, plumbers, electricians, painters, tilers, mechanics, videographers and photographers, designers and content creators, make-up artists, consultants and any other small business. When you sign up you choose your kind of work, so SharpQuote knows the usual units and wording for your trade.

Do I need to be VAT-registered or have a registered company?

No. If you're not VAT-registered, SharpQuote leaves VAT off. If you are, add your VAT number and it adds 15% VAT (or treats your prices as including VAT, if that's how you quote). Company registration details are optional.

Can I see an example before I start?

Yes. When you say hi, tap Show me an example to see a finished quote. Or have a look at the step-by-step guide.

Making quotes

What should I say in my voice note?

Three things: who it's for, the work and your prices. For example: "Quote for Mrs Khumalo in Westville. Floor tiling 20 square metres at R350. Skirting 18 metres at R90. Remove old tiles R1 500." You can add notes like payment terms, exclusions or "valid for 14 days".

How long does it take?

Usually about a minute from sending your message to getting the PDF. You first get a short summary to check, then the PDF as soon as you tap Looks good.

What if SharpQuote gets something wrong?

Nothing is made until you've checked the summary. If a voice note was unclear, the summary lists what SharpQuote guessed, so you can check it. Tap Change something or just reply with the fix. After the PDF is made, send e.g. "EDIT Q-0012 labour 6 hours" and you get an updated version. Always check each document before you send it to a client.

Will it make up prices?

Never. If a price is missing, SharpQuote asks you. If it uses one of your saved prices, it tells you in the summary.

Can I type instead of sending a voice note?

Yes. Typed messages work exactly the same way. If a voice note was misheard, typing the correction is the most reliable fix.

What languages does it understand?

English, for now. Please speak or type in English; voice notes in other languages won't be understood correctly.

Can I add discounts, deposits, notes and validity?

Yes. Say it in your message: "10% discount", "50% deposit before we start", "valid for 7 days", "client supplies the paint". Notes are printed on the quote exactly as you said them.

Can I re-use an old quote for a new job?

Yes. Send "copy Q-0012 for Greenfield Bakery" or "same as last time for Riverside Gym", with any changes in the same message.

Can I keep my own quote numbers?

Yes. Choose your numbering in the MENU (for example TTQ491, Q-0150), or renumber a document with "EDIT Q-0012 to Q-0150".

How do I see my old quotes and invoices?

Type MENU and tap My quotes & invoices, then tap any one to get its PDF again. LIST shows your most recent ones.

Sending quotes to clients

How do I send the quote to my client?

Forward the PDF to them on WhatsApp, or send SEND Q-0012. You get a message with a private link to forward; your client opens it on any phone or computer to view, download and accept the quote. SharpQuote can also email it to them for you.

Does my client need WhatsApp or SharpQuote?

No. The accept link works in any web browser, and the PDF opens on any device. Your client doesn't need to sign up.

How do I know if a client accepted?

If they accept online, you get a WhatsApp straight away, with buttons to make the invoice or ask for a deposit. If they're not going ahead, they can tell you why. If you haven't heard after about two days, SharpQuote asks you whether they accepted.

Can I see why I win or lose jobs?

Yes. When a quote is turned down, SharpQuote asks why (price, went with someone else, postponed…). Your dashboard shows what you won, lost and let expire over the last 90 days, the top reasons, and tips to win more.

Will SharpQuote message my clients directly?

No. SharpQuote only messages you. You decide what to forward to your clients, and when.

Can I stop the follow-up messages?

Yes. Send STOP FOLLOW-UPS any time, and FOLLOW-UPS ON to turn them back on.

Invoices and getting paid

How do I turn a quote into an invoice?

Send INVOICE Q-0012, or tap Make the invoice when SharpQuote tells you the quote was accepted. The invoice copies everything from the quote.

Can I ask for a deposit?

Yes. Send DEPOSIT Q-0012 for a 50% deposit invoice. When the job's done, the final invoice takes the deposit off automatically.

How do I record payments?

Send PAID INV-0007 when it's paid in full, or PAID INV-0007 R2000 for part of it. Send UNPAID to see who still owes you and how late they are.

Does it remind me about late payments?

Yes. When an invoice is overdue you get a nudge with Mark paid and Remind client. The reminder is a friendly message with your banking details, ready to forward. You also get a monthly summary of what you quoted, won, invoiced, received and are still owed.

Can my clients pay through SharpQuote?

Not at the moment. Your clients pay you directly, using the banking details printed on your invoice.

Are the invoices valid tax invoices?

If you're VAT-registered and your details (VAT number, business name and address) are filled in, the invoice includes what a South African tax invoice needs. You remain responsible for checking your tax documents are correct.

Your branding and details

How do I add my logo?

Send a photo of your logo in the chat. SharpQuote picks your brand colour from it and re-makes your latest quote so you can see the new look. This doesn't use up a free quote.

Can SharpQuote copy my existing quote design?

Yes. Send one of your own quotes or invoices as a PDF or a clear photo, and SharpQuote matches its look: colours, details, numbering and logo.

Where do I add banking details, VAT number and address?

Type MENU and tap My details & logo. You can change them any time.

Does it remember my prices and clients?

Yes. Every confirmed quote saves your rates and the client's details. Next time, just say "10 square metres of tiling for Greenfield Bakery". Send MY PRICES or MY CLIENTS to see and change them.

Pricing and plans

How much does SharpQuote cost?

Your first 5 quotes are free. After that, Pro is R299 a month, R1 499 for 6 months (under R250 a month) or R2 899 for 12 months (under R242 a month). Every plan includes every feature; only how often you pay differs.

What's the difference between Free and Pro?

Both have every feature. Free is your first 5 quotes, and your PDFs show a small "Made with SharpQuote" line. Pro lets you keep going (up to 50 quotes and invoices a month), and you can switch that line off in your dashboard settings.

Do I need a card to start?

No. Your first 5 quotes are free and no card is needed.

What happens when my free quotes run out?

You'll get a message with the plans. Your quotes, clients and prices are all kept, so you carry on exactly where you left off once you upgrade.

How do I pay?

By card, through PayFast's secure payment page. Send UPGRADE in the chat, choose a plan and open the link. Plans renew automatically until you cancel. We never see or store your card details.

Can I cancel?

Yes, any time: send CANCEL PLAN in the chat. Future payments stop and you keep using SharpQuote until the end of the period you've paid for. See cancellations & refunds.

Is there a limit on how many documents I can make?

Each account can make up to 50 quotes and invoices a month, which covers almost every small business. Changes to a quote or invoice you already made don't count. Busier than that? Send QUERY and we'll raise your limit.

Privacy and security

Is my information safe?

Yes. Your data is stored with secure, reputable cloud providers, sent over encrypted connections, and only used to make your quotes and invoices. We never sell your information or use it for advertising. We comply with POPIA. Read the privacy policy.

Who can see my quotes?

Only you, and the clients you choose to send them to. Accept links are private and hard to guess.

What happens to my voice notes?

Voice notes are turned into text so SharpQuote can read the job. We've opted out of our voice provider using them to improve its models.

Can I delete my account?

Yes. Send DELETE in the chat at any time and confirm. Your account and data are deleted. Records of any payments you made to us are kept for five years, as tax law requires.

Help and support

How do I get help?

Send HELP for the full guide, QUERY followed by your question to reach the SharpQuote team, or email support@sharpquote.co.za.

How do I suggest an improvement?

Send FEEDBACK followed by your comments. We read every message, and many of SharpQuote's features came from customers' suggestions.

SharpQuote didn't reply. What should I do?

Wait a minute and try again: most hiccups are temporary. Check you're messaging the right number (076 381 3074). If it keeps happening, email us.

How do I get back to the main menu?

Type MENU (or HOME) at any time. CANCEL drops a quote it's still asking you about.

No questions match that. Try another word, or ask us: send QUERY and your question in the chat.

Still wondering?

The quickest way to see is to try it on a real job. Your first 5 quotes are free.

Start free on WhatsApp