Know the moment your client opens the quote.
See who opened it, what they read and for how long, with a notification the second it happens.
No credit card required4.2 on Capterra
Interactive demo. Harbour Lane Pty Ltd receives proposal Q-3141 for an office fit-out. Dana Whitlock opens it on her iPhone and reads each section: 8 seconds on the cover, 41 seconds on the approach, 1 minute 46 seconds on the scope of works, 4 minutes 2 seconds on the investment and 47 seconds on the terms. She forwards it to a colleague, who opens it on a desktop, and then she signs. Each event arrives as a real-time notification in QuoteCloud, by email, in Slack or in Microsoft Teams.
Every signal, without having to ask.
What your client does with your quote, told back to you as it happens.
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Alerts where your team already works.
In QuoteCloud, by email, or in a Slack or Microsoft Teams channel.
Integrations -
Reading time, section by section.
See where they lingered and what they skipped.
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Spot the forward.
A new viewer often means the decision maker just joined.
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Reminders that follow up for you.
Automatic nudges for unopened or unsigned documents, and expiry dates that keep offers moving.
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A dashboard sorted by what clients did.
Statuses update themselves, from Sent to Delivered, Opened, Signing and Accepted, and every view lands in the document's history.
Audit trail and history
Stop guessing. Start knowing.
The same quote, followed up two very different ways.
Without tracking
- Did it land, or is it sitting in spam?
- Call too early and you're pushy. Too late and they've signed elsewhere.
- No idea who else is reading it.
- Pipeline meetings run on gut feel.
With QuoteCloud
- Delivered and opened, with the time it happened.
- A nudge the moment they finish reading the price.
- Every new viewer shown, device and all.
- Statuses that update themselves on your dashboard.
Rated, secure and in business since 2013.
- 4.2Capterra rating
- 4.2Software Advice rating
- 2013Building QuoteCloud since
