
Reminder - Quotes
Remind customers when quotes are due so you can convert more quotes into paying jobs.
by Joblogic MarketplaceKeeping a quote fresh in the customer's mind is one of the most effective ways to ensure a quote converts into a job. The Quote Reminder app allows you to send timely reminders to customers about their quotes. The system is fully automated, making it as efficient as possible to chase quotes without wasting time. Every customer will receive a series of pre-scheduled follow-up emails sent at pre-defined intervals that you can customise to meet your specific requirements.
Key Benefits
- Increased Conversion to Jobs: Send timely reminders to keep your quotes at the forefront of your customer's minds, increasing the chances of conversion to jobs.
- Enhanced Efficiency: Automate the reminder process to save the time and effort manually tracking and following up on quotes.
- Enhanced Customer Engagement: Regular follow-ups demonstrate your commitment and reliability, fostering better customer relationships.
- Improved Accuracy: Reduces the risk of human error and ensures no quotes are overlooked.
- Customisable Scheduling: Set regular reminders to meet your needs and customer preferences.
- Increased Productivity: Free your time from manual follow-ups and focus on other critical business tasks.
- Scalability: The app provides consistent performance regardless of volume, so you won’t need to update your processes as you grow your business.
01
Automated Follow-Up Scheduling
Set reminders to follow up on quotes at specific intervals.
Ensure no potential sales opportunity slips through the cracks.
02
Customisable Reminder Rules
Choose how many days after sending a quote to trigger a reminder.
Apply different reminder settings based on quote value, customer type, or service category.
03
Multi-Channel Notifications
Receive reminders directly in Joblogic, via email, or both.
Ensure your sales team always knows when action is needed.
04
Team Assignment Alerts
Send follow-up reminders to the quote owner, sales team, or designated managers.
Keeps everyone accountable for progressing open quotes.
05
Quote Status Integration
Reminders only trigger for quotes still awaiting approval or decision.
Avoid unnecessary follow-ups on quotes already won or declined.
06
Centralised Quote Tracking
View all upcoming follow-up reminders in one dashboard.
Prioritise quotes based on reminder date or potential value.
07
Easy Setup & Management
Configure reminder settings once and let the system handle the rest.
Adjust rules anytime as your sales process evolves.
Price available on Request

If you prefer reading, we’ve got you covered! Check out our User Guide here.
Keeping a quote fresh in the customer's mind is one of the most effective ways to ensure a quote converts into a job. The Quote Reminder app allows you to send timely reminders to customers about their quotes. The system is fully automated, making it as efficient as possible to chase quotes without wasting time. Every customer will receive a series of pre-scheduled follow-up emails sent at pre-defined intervals that you can customise to meet your specific requirements.
Key Benefits
- Increased Conversion to Jobs: Send timely reminders to keep your quotes at the forefront of your customer's minds, increasing the chances of conversion to jobs.
- Enhanced Efficiency: Automate the reminder process to save the time and effort manually tracking and following up on quotes.
- Enhanced Customer Engagement: Regular follow-ups demonstrate your commitment and reliability, fostering better customer relationships.
- Improved Accuracy: Reduces the risk of human error and ensures no quotes are overlooked.
- Customisable Scheduling: Set regular reminders to meet your needs and customer preferences.
- Increased Productivity: Free your time from manual follow-ups and focus on other critical business tasks.
- Scalability: The app provides consistent performance regardless of volume, so you won’t need to update your processes as you grow your business.
01
Automated Follow-Up Scheduling
Set reminders to follow up on quotes at specific intervals.
Ensure no potential sales opportunity slips through the cracks.
02
Customisable Reminder Rules
Choose how many days after sending a quote to trigger a reminder.
Apply different reminder settings based on quote value, customer type, or service category.
03
Multi-Channel Notifications
Receive reminders directly in Joblogic, via email, or both.
Ensure your sales team always knows when action is needed.
04
Team Assignment Alerts
Send follow-up reminders to the quote owner, sales team, or designated managers.
Keeps everyone accountable for progressing open quotes.
05
Quote Status Integration
Reminders only trigger for quotes still awaiting approval or decision.
Avoid unnecessary follow-ups on quotes already won or declined.
06
Centralised Quote Tracking
View all upcoming follow-up reminders in one dashboard.
Prioritise quotes based on reminder date or potential value.
07
Easy Setup & Management
Configure reminder settings once and let the system handle the rest.
Adjust rules anytime as your sales process evolves.
Price available on Request

If you prefer reading, we’ve got you covered! Check out our User Guide here.