Every quote in one place
See each quote with its amount, follow-up date and status, plus the open pipeline value and acceptance rate at the top.
Case study
Quote Tracker
Quote Follow-up & Pipeline Tracker
A quote-tracking web app that reminds customers automatically when they go quiet and lets them accept a quote with one click.
The problem
Quotes go unanswered and nobody notices
A small business sends a quote and then has to remember to follow it up. The follow-ups are tracked by hand in emails, notes or spreadsheets, so it’s easy to forget who to chase, and when. Quotes go unanswered and opportunities are lost.
The solution
Every quote in one place, with reminders that go out on their own
The tracker keeps every quote, its follow-up date and its status in one place, so nothing depends on someone remembering. If a customer stays silent for a few days, a reminder goes out automatically, and the customer can accept with one click, no account needed. That means fewer forgotten quotes, less chasing by hand and an easier way to accept.
What it does
Everything in one place
See who opened it
Know which customers have looked at their quote, so you know who to contact again.
Automatic reminders
If a customer stays silent for a few days, a reminder goes out on its own.
One-click accept
Customers accept a quote with one click, without registering.
Screens
The project up close
Flip through the screens, or click an image to enlarge it.
For your business
Quotes that don’t get forgotten
Following up on quotes takes time. You need to remember who to contact, when to get in touch and who has already replied. This tool keeps track of that, sends reminders and lets customers accept with one click. The demo uses sample data; I would build your version around what your business needs.
Have a project in mind?
Tell me what you’re building, and we’ll find the right approach together.
The first consultation is free, and every project gets a fixed price agreed in writing before work starts.
Contact me