Help center › Customers and quotes
Quotes for your customers
Build a quote from your recipes, send it to your customer as an image, a PDF or a message, and see what it really earns you before you send it. Your customers and their details stay on your device.
First, your business details
Go to Settings, Business details, add your logo, business name, phone, email, Instagram or Facebook, and tap Save details. They go at the top of every quote, and of your printed lists too. Fill in only what you want your customers to see.
Make a quote
- Open the Quotes tab and tap New quote.
- Pick the Customer, or choose + New customer... to add one on the spot. Add the Event or delivery date; Valid until starts a week from today.
- Under Products, pick a recipe for sale, how many, and the Price each. It starts at your recipe's price; change it if this order needs another one. Add a product adds the next one.
- Under Extras, add anything that is not a recipe: delivery, a topper, a sugar figure. Your cost each is optional and only for you.
- Add a Discount (an amount or a percentage), the Deposit (%) you ask for, the number of Guests to show the price per person, and a Note for the customer.
- Tap Save quote.
Under the totals, PanProfit shows what the quote costs you, your profit and margin, the hours of work it takes at your hourly rate, the overhead, and what is left after all of it. It warns you when a product, after the discount, is below its cost or below the price that pays your hour. This part is never printed or sent.
Send it
In Send to your customer:
- Share image opens your phone's share options, straight to WhatsApp, Instagram or any app. On a computer the button is Download image.
- Print or PDF opens the printout: print it, or choose "Save as PDF" to email it.
- Copy text copies the quote as a message to paste in a chat.
A new or changed quote is saved first, and a draft is marked as sent once you share, download or copy it.
Follow your quotes
Open a quote to set its status: Draft, Sent, Accepted or Rejected. A draft or sent quote whose date in Valid until has passed shows as Expired by itself; move the date and it is back. On the list, filter by status or by customer.
Your customers
Switch to Customers at the top of the Quotes screen to add, edit or search them, with their phone, email, Instagram, Facebook and notes ("allergic to nuts"). Each customer shows their quotes and has a quick New quote. Their details stay on your device and in your backups; PanProfit never receives them.
You can keep up to 10 saved quotes. Past that, every quote still opens, changes and sends; deleting one you no longer need makes room. PanProfit Pro has no limit, and its quotes have no "Made with PanProfit" line.
Write to us at hello@panprofit.com and tell us what you're trying to do. We usually answer within 2 business days.