Quoting

The fastest quote in your trade. Say the client’s name and what you’re pricing. Nalo generates a professional PDF in under 10 seconds.

The simplest quote

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You → Nalo

Quote for Mrs Lewis — broken toilet 275

7:54 PM

✅ Quote Q-ABC12345 for Mrs Lewis Broken toilet repair — Diagnose and repair broken toilet, replace damaged fill valve and wax ring, test and verify leak-free: $275.00 Total: $275.00 Valid until: May 19, 2026 A — Generate PDF B — Modify C — Cancel

7:54 PM

done_all

a

7:54 PM

picture_as_pdf Quote_Lewis_Q-ABC12345.pdf

7:54 PM

done_all

📄 Quote Q-ABC12345 ready. A — Send to client B — Schedule a visit C — Back to menu

7:54 PM

done_all

That’s it. No form to fill. No dropdown to pick. No app to open. The whole thing is one message.

What Nalo does under the hood

When you mention a client + prices, Nalo:

1. Extracts the client name — even partial names like “Mrs Lewis” or “Juan R.” work
2. Expands shorthand into professional descriptions — “broken toilet 275” becomes a full line item
3. Applies your tax rate — if you set one in /config (e.g., 8.25%)
4. Applies your deposit policy — if you configured a deposit % (e.g., 30%)
5. Creates line items with proper quantity / unit price / total
6. Generates the PDF with your business logo, address, payment terms
7. Saves the quote number for quick reference later

Multiple line items

Separate them with and, plus, +, or natural language:

Quote for Mr Díaz — replace water heater 1800 plus parts 300 and labor 200

Nalo builds 3 line items automatically:

1. Water heater replacement — $1,800
2. Parts — $300
3. Labor — $200

Total: $2,300

A target total without individual prices

Quote Mrs Smith for a full bathroom remodel, $8,500 total

Nalo creates reasonable line items that sum to $8,500 — demolition, plumbing, fixtures, tile, labor — each with a professional description.

Optional line items

Quote for Mr Chen — driveway pressure wash 250, gutter cleaning optional 120

The gutter cleaning shows on the PDF with (optional) next to it. Your client can opt in or out.

Frequency math

For recurring services, Nalo does the math for you:

Quote for Mrs Lewis weekly lawn mowing, $45 per visit

Nalo calculates 4 visits/month × $45 = $180/month and creates the quote at $180.

Frequency shortcuts:

If you say a monthly total directly ("$180/month"), Nalo uses that.

Addresses and validation

Include the client’s address and Nalo validates it:

Quote for Mrs Lewis — broken toilet 275, address 11 inland prairie dr tomball

Nalo responds:

Did you mean 11 Inland Prairie Dr, Tomball, TX 77377? A Yes · B No

Say A and the address is locked in with GPS coordinates (for route planning later).

Adjusting a quote

Say B after the quote summary. Describe the change:

Add a 10% discount

Or:

Remove the parts line

Or:

Make the labor $250 instead of $200

Nalo cancels the current draft, creates a fresh version with your change, and shows the new summary.

Sending the quote to your client

After the PDF generates, you’ll see:

A Send to client · B Schedule a visit · C Back to menu

Say A or any of these natural phrases:

“Send it to her” “Enviaselo a ella” “Mandale la cotización a Mrs Lewis”

Nalo sends your client a WhatsApp (or SMS) message in their language, with the PDF link and a friendly note:

English client:

Hi Mrs Lewis, here is your quote from Pedro Plumbing: https://app.heynalo.app/api/v1/nalito/pdf/Q-ABC12345.pdf

Total: $275.00. Let me know if you have any questions!

Spanish client:

Hola Sra Lewis, aquí tienes tu cotización de Pedro Plumbing: https://app.heynalo.app/api/v1/nalito/pdf/Q-ABC12345.pdf

Total: $275.00. ¡Avísame si tienes alguna pregunta!

The quote status changes to SENT, with a timestamp so you know when it went out.

Quote PDF layout

Every quote PDF includes:

• Your business header — logo, name, address, phone, email
• Client block — name, address, email (if on file), date, quote number, valid-until date
• Line items — numbered, alternating row colors, with full descriptions
• Subtotal / Tax / Total — only if you have a tax rate set
• Deposit required / Balance due — only if you have a deposit % set
• Payment terms — your default (e.g., “Net 15”)
• Validity note — “This quote is valid for 30 days from the date above”
• Thank-you footer — “Thank you for choosing [business name]”

All content respects the document language. Spanish businesses get COTIZACIÓN, PREPARADO PARA, Válido hasta, Cant., Precio, Monto, TOTAL, Gracias por confiar en….

Modifying or canceling later

Get a list of your quotes:

“Show me my quotes” → Nalo lists recent ones with status

Regenerate a PDF:

“Generate PDF for Q-ABC12345”

Cancel:

“Cancel Q-ABC12345” → status → CANCELLED

Tips and pitfalls

What works well

• Short descriptions → Nalo expands them professionally
• Target totals without line items → Nalo creates reasonable breakdowns
• Mentioning the address → Nalo validates + saves for route planning
• Voice messages (see Voice messages) → transcribed and quoted

Watch out for

• Very long recurring schedules — quote one month at a time, then set up recurring appointments
• Mixing currencies — quotes use your business’s country currency only
• Missing client name — if you forget to include a name, Nalo will assume you’re adding a service, not quoting. Say the client explicitly

Next

• Invoicing (turn a quote into a bill) → Invoicing
• Send to client (full delivery guide) → Send to clients
• Scheduling the job → Scheduling