How to Record a Quote You Sent Outside Pippify

Summary

Overview: If you already gave the client a costed quote yourself, for example on WhatsApp from your phone, on a call or in person, you can log it as sent. Pippify sends nothing. It marks the quote sent, locks the version and adds a note to the lead.

Prerequisites:

• The quote is a costed quote whose version is still a draft. Catalog quotes don't have this option.
• The costing has no checks under Fix before sending.

Step-by-Step Instructions

Step 1: Open the costed quote

1. Open the quote from the Quotes page, the lead's Quotes tab or the Review Queue (Open costing).
2. Make sure the costing matches what you sent the client.

Step 2: Log it

1. At the bottom, next to Approve & Send, click Log as sent off-channel.
2. Under Where was it sent?, choose WhatsApp, Phone call, In person or Another channel.
3. Under When, set the date and time you sent it. It can't be in the future.
4. Under What was sent, paste the message you sent (optional).
5. Click Log as sent. Pippify saves your latest changes first.

Step 3: Check the result

1. Pippify takes you back to the lead's page.
2. The lead moves to the quote-sent stage, and its Updates tab gets a note that the quote was quoted to the client, with your pasted message.

Verify It Worked

Success criteria:

• On the Quotes page, Next step shows, for example, Logged on WhatsApp on 9 Jul.
• In the lead's Quotes tab, the quote shows, for example, WhatsApp (logged).
• Opening the quote shows Logged as sent on WhatsApp on 9 Jul 2026. Open a new version to change it.
• The quote's card is gone from the Review Queue.

Troubleshooting

Common errors

• "The send time cannot be in the future": Fix: pick a time that has already passed.
• Log as sent off-channel is greyed out: a blocking check is open or your changes are still saving. Pippify shows the reason next to Approve & Send. Fix: wait for Saved, or see How to Fix Costing Checks Before Sending.
• "Your last changes could not be saved, so the quote was not logged.": Fix: click (retry) on the save chip and log again.
• "Quote has already been sent" or "This version was sent; open a new version to change it": this version is already sent or logged.
• "This quote is being sent or was already approved, so its costing can no longer change": the quote is being sent or waits for the client's email address. You can't log it.
• "This quote changed while it was being logged; try again": Fix: try again.
• "Could not log the quote as sent.": Fix: try again. Your pasted message stays in the box.

Limitations & considerations

• A logged quote never shows Viewed, because Pippify didn't send it.
• A logged quote doesn't count as an outcome.
• If your costs are in a different currency from your prices and you want to type the prices as you quoted them, set the cost currency to your sell currency in Pricing rules for this version first.
• To change the offer afterwards, open a new version.

Next Steps & Related Resources

• Next steps:
  • How to Make a New Version of a Costed Quote
  • How to Find and Track Quotes
• Related articles:
  • How to Preview, Download and Send a Costed Quote
  • How to Post Updates on a Lead
  • What Plans Pippify Offers and What an Outcome Is

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/12/2026