Sending and follow-up
Send quotes, schedule them, follow up, track views, answer questions and manage what happens next.
- Send a quote Use Preview & send to choose the recipients, check the email and the whole quote as the customer will see it, then send it.
- Schedule a quote Write the quote and email now, and have Quoterium send them later: this afternoon, tomorrow morning, next Monday or at a time you choose.
- Mark as sent, resend and share the link Put a quote live without emailing it, send the email again, or copy the customer's link to share it yourself.
- Follow-ups How Quoterium decides which sent quotes need chasing, and how to send a follow-up email or dismiss the reminder.
- Knowing when a quote has been opened See whether a quote is unopened, when it was last viewed and whether the customer has it open right now; how views are counted; the emails you get when a quote is opened.
- Questions and messages Answer the questions customers ask on their quote page, close questions that need no reply, and send messages to the customer.
- Quote statuses and progress What each quote status means for you and your customer, and how to use the private progress flags: Active, On hold, Complete and Dismissed.
- Edit a sent quote and work with revisions Take a live quote offline for a quick correction, or start a new revision that keeps the previous version, then compare or restore versions.
- Accept, decline or withdraw on the customer's behalf Record an acceptance or a decline the customer gave you by phone or email, undo an acceptance, or withdraw a quote.
- Archive, delete and duplicate quotes Copy a quote to start a new one or a template, archive quotes to tidy your lists, and delete or restore drafts.
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