ServicesEvery quote,
Tell us about your business
Every quote,
the right follow-up.
We prepare follow-ups with the timing and tone you agree on. When the customer replies, they stop.
- A process that keeps repeating
- Rules agreed with you
- A flow that runs by itself
- New order by email, PDF attached
- Items and quantities read
- Draft in your ERP, ready to confirm
- Quote unanswered for 7 days
- Tone and timing agreed
- Follow-up ready. Stops if they reply
- An abandoned cart
- Consent checked
- The right email goes out, once
- “Can I change the size?”
- Found in your terms
- Answer with its source, or to the team
Less to remember.
Each quote follows a set sequence, with a cap on how many messages go out.
Replies, closed deals and requests from your team stop the follow-ups.
In depth: Quote follow-up




