Discover new insights
Learn
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
Set reminders to follow up on quotes at specific intervals.
Ensure no potential sales opportunity slips through the cracks.
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.
Receive reminders directly in Joblogic, via email, or both.
Ensure your sales team always knows when action is needed.
Send follow-up reminders to the quote owner, sales team, or designated managers.
Keeps everyone accountable for progressing open quotes.
Reminders only trigger for quotes still awaiting approval or decision.
Avoid unnecessary follow-ups on quotes already won or declined.
View all upcoming follow-up reminders in one dashboard.
Prioritise quotes based on reminder date or potential value.
Configure reminder settings once and let the system handle the rest.
Adjust rules anytime as your sales process evolves.
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
Set reminders to follow up on quotes at specific intervals.
Ensure no potential sales opportunity slips through the cracks.
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.
Receive reminders directly in Joblogic, via email, or both.
Ensure your sales team always knows when action is needed.
Send follow-up reminders to the quote owner, sales team, or designated managers.
Keeps everyone accountable for progressing open quotes.
Reminders only trigger for quotes still awaiting approval or decision.
Avoid unnecessary follow-ups on quotes already won or declined.
View all upcoming follow-up reminders in one dashboard.
Prioritise quotes based on reminder date or potential value.
Configure reminder settings once and let the system handle the rest.
Adjust rules anytime as your sales process evolves.
If you prefer reading, we’ve got you covered! Check out our User Guide here.