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quote-reminder

Reminder - Quotes

Remind customers when quotes are due so you can convert more quotes into paying jobs.

by Joblogic Marketplace

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

02

Customisable Reminder Rules

03

Multi-Channel Notifications

04

Team Assignment Alerts

05

Quote Status Integration

06

Centralised Quote Tracking

07

Easy Setup & Management

Price available on Request

Marketplace Thumbnail

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

Version 1.0.0
Last updated

Categories

Notification Centre

Recommended for

Service Delivery Team

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

02

Customisable Reminder Rules

03

Multi-Channel Notifications

04

Team Assignment Alerts

05

Quote Status Integration

06

Centralised Quote Tracking

07

Easy Setup & Management

Price available on Request

Marketplace Thumbnail

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

Version 1.0.0
Last updated

Categories

Notification Centre

Recommended for

Service Delivery Team

What is the Quote Reminders feature?
Who should use Quote Reminders?
What can Quote Reminders do?
Can I customise the reminder messages?