User guide

Common pain points

• Changing price or clauses on the go is awkward without a proper template.
• Multiple quote versions in chat threads make it easy to send the wrong file.
• Turning a quote into a contract by copy-paste is slow and error-prone.

What you get here

• Products, customers, and company profiles; quotes and contracts in one tool.
• One-click export to image or PDF (works well on phones).
• Read-only share links so recipients cannot edit your document.
• Data stays in this browser by default; export JSON backups from Settings.

What you can do

• Add or edit products: code, name, model, specs, unit, unit price.
• Optional image per product; the quote layout can show or hide the image column.

Start with 10–30 items you quote often for smoother field work.

What you can do

• Add or edit customers: code, contact, phone, address, primary business, tax/bank fields.
• Search and pick a customer on new quote/contract pages, or create one inline.

Typical use

• Open a recent quote, keep editing, and save as a new version when needed.
• Export filtered rows for internal tracking or spreadsheets.

Use HTTPS and export backups from Settings on a schedule.

Steps

1. Open New quote and choose supplier (your company) and customer.
2. Add products with unit price and quantity; add fees and terms as needed.
3. Use Generate image or Generate PDF to save and send from your phone.
4. Share quote creates a read-only preview link or QR code for the customer.

Typical use

• Find a customer's contracts to review clauses and amounts.
• Export the list for filing and internal records.

Options

• New contract: enter number, date, place, line items, and clauses.
• From quote: use Create from quote on the contract screen to pull lines and default terms from a saved quote.
• On mobile you can still generate image, PDF, or a read-only share link.