> ## Documentation Index > Fetch the complete documentation index at: https://breederbuddy.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Buyer & CRM Management > How BreederBuddy manages your puppy buyers from start to finish: application form, approving applicants into contacts, waitlists and deposits, contracts and e-signatures, invoices and payments, the Buyer Portal, and buyer emails, so no lead slips through the cracks. # Buyer & CRM Management BreederBuddy isn't just for tracking dogs — it's a full buyer management system. From the moment someone fills out an application to the day they pick up their puppy, every step of that relationship lives in one place. *** ## The Core Idea Most breeders manage buyers across texts, emails, spreadsheets, and memory. BreederBuddy replaces all of that with a connected pipeline: **Application → Waitlist → Contract → Invoice → Buyer Portal** Each step flows into the next. A buyer submits an application, you approve them into a contact and place them on a waitlist, you assign them a puppy, you send a contract and invoice — and they handle everything from their own private Buyer Portal without needing an account. *** ## What Each Feature Covers > **[Applications](https://breederbuddy.com/docs/features/buyer-sales-management/applications.md)** > > Collect puppy inquiries from your website with a customizable application form. > **[Waitlists](https://breederbuddy.com/docs/features/buyer-sales-management/waitlists.md)** > > Organize interested buyers, collect deposits, and manage the order for upcoming litters. > **[Contracts](https://breederbuddy.com/docs/features/buyer-sales-management/contracts.md)** > > Create reusable contract templates and send them for electronic signature — no separate e-sign tool needed. > **[Invoices](https://breederbuddy.com/docs/features/buyer-sales-management/invoices.md)** > > Send payment requests and track deposits, balances, and what's still outstanding. > **[Buyer Portal](https://breederbuddy.com/docs/features/buyer-sales-management/buyer-portal.md)** > > Each buyer gets a private link to view their invoice, sign contracts, and see their puppy's details. > **[Contacts](https://breederbuddy.com/docs/features/contacts-communication/contacts.md)** > > Your full contact list — every buyer, prospective buyer, and guardian family in one searchable place. > **[Payments Setup](https://breederbuddy.com/docs/features/buyer-sales-management/payments-setup.md)** > > Connect Stripe to take payments online, or show your Venmo, PayPal, Cash App, or Zelle. > **[Communications](https://breederbuddy.com/docs/features/contacts-communication/email-templates.md)** > > See every email BreederBuddy sent your buyers, whether it arrived, and add your own message to each one. *** ## How It All Connects * A new application lands in [**Applications**](https://app.breederbuddy.com/applications) as **Pending**. When you approve it with **Convert into Contact** or **Convert & Place into Waitlist**, BreederBuddy creates the **Contact** for you. * Contacts can be added to a [**Waitlist**](https://app.breederbuddy.com/waitlists) for an upcoming litter. If the waitlist takes a deposit, BreederBuddy creates the deposit invoice and offers to email the request. * Once a puppy is assigned, send a **Contract** and **Invoice** from the litter's **Journey** tab, the buyer's contact page, or the [**Contracts**](https://app.breederbuddy.com/contracts) and [**Invoices**](https://app.breederbuddy.com/invoices) pages. * Every invoice email includes the buyer's **Buyer Portal** link, where they can pay, sign, and stay informed — no account needed. * [**Communications**](https://app.breederbuddy.com/communications) shows every email that went out and whether it was delivered. You manage everything from one screen. Your buyers get a polished, professional experience. *** ## Tips & Common Questions > **Where do I find my application form link?** > > Go to **Applications**, click **Manage** on your form, then click **Share Application Form** at the top. Choose **Share a Direct Link** and click **Copy**, or **Embed on Your Website** to put the form on your site. See [Applications](https://breederbuddy.com/docs/features/buyer-sales-management/applications.md). > **Why didn't a new applicant show up in my Contacts?** > > Applications don't become contacts until you approve them. Open the submission and choose **Approve Or Decline** → **Convert into Contact** (or **Convert & Place into Waitlist**). > **How do deposits work?** > > Turn on **Deposit Required?** for a waitlist and set the amount. When you add a buyer, BreederBuddy creates the deposit invoice and offers to email the request. The buyer pays online (Stripe needs to be connected) and their waitlist spot is marked paid automatically. If they pay you another way, log it on the invoice with **Log Manual Payment**. See [Waitlists](https://breederbuddy.com/docs/features/buyer-sales-management/waitlists.md). > **How does a waitlist deposit connect to the buyer's puppy and their portal?** > > The deposit is an invoice on the buyer's contact, so it shows in their Buyer Portal under **Invoices** from the start. When you pick their puppy, set the buyer as the puppy's **Owner** (BreederBuddy offers this when you send a contract or invoice for that puppy), and the puppy appears in their portal under **Your Dogs**. When you invoice the rest of the price, BreederBuddy shows **Deposit credit available** so you can take the deposit off the final total in one click. See [Invoices](https://breederbuddy.com/docs/features/buyer-sales-management/invoices.md). > **Do I manage the waitlist, or do buyers?** > > You do. Buyers can't add themselves, see the list, or change their spot. They apply through your application form, and you place them on a waitlist when you approve them. They see their own deposit invoice, contracts, and puppy in their Buyer Portal. > **How do buyers sign their contract?** > > They open the link in their email (or their Buyer Portal), enter a verification code if you require one, type their name, and draw their signature. No account needed. See [Contracts](https://breederbuddy.com/docs/features/buyer-sales-management/contracts.md). > **My buyer says they didn't get an email from me. What do I check?** > > Go to **Communications** → **Activity** to see whether it was delivered or bounced. Fix any typo on their contact, ask them to check spam, and resend from the invoice, contract request, or waitlist entry. See [Communications](https://breederbuddy.com/docs/features/contacts-communication/email-templates.md). *** ## Still Have Questions? We're here to help. If something isn't working the way you expect, or you'd like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen. Thank you. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.