A quote waits for days, and the follow-ups get lost.
The system reads the request, prepares the quote from your prices, and schedules the follow-ups.
The process, in four steps
- The request arrivesBy email, or after a call.
- The system reads your pricesYour price list, your discounts, your terms.
- The quote is pre-filledReady to reread, not sent.
- You approve, the follow-up is scheduledIt goes out on the planned date.
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The quote is prepared, never sent.