From quote sent to signature, hands-off
Four automatic steps so no quote ever dies in an inbox again.
Your client receives the quote by email with a viewing link. Tracking starts immediately.
Opens, views, decisions: every quote is tracked. No answer? The follow-up gets scheduled.
Up to 4 follow-ups with progressive spacing and a message that adapts: not opened, viewed without a decision, or close to expiry.
Accepted, declined or expired: the sequence stops automatically. You track everything from the dashboard.