Getting started with QuoteCloud

Service offers, bulk-sent and accepted online

One pre-summer or pre-trip offer, personalised and sent to your customer list, with add-ons to tick and acceptance tracked.

Workshops use QuoteCloud's bulk send to send one seasonal offer, such as a pre-summer car check, to a customer list as personalised copies. Each customer ticks add-ons such as an air-con re-gas and accepts their copy; you see who opened and accepted. It's a bulk send of offers on Essentials and up, not automatic service reminders.

A bulk send from a fictional workshop, Kettlebrook Auto Service: the pre-summer car check sent to 318 service customers, with five recipients shown as sent, opened or accepted (Nadia Haddad accepted and added an air-con re-gas). In front, the cover of Nadia's own copy of the offer, valid until 20 December 2026.

One offer, a personalised copy for every customer

Kettlebrook's pre-summer car check, as a customer reads it and as the service team follows it. Tick the add-ons to see the total change.

Their name, their offer

Each customer gets their own copy of the offer, made from one template and addressed to them. The cover photo, the intro and the expiry date come from the template.

Automotive templates
Kettlebrook Auto ServiceService offer KA-O-1103 Sample · fictional business
A technician works under a car raised on a red scissor lift

Service offer

Pre-summer car check

Prepared for Each customer, by name · Sent Tue 3 Nov 2026 · Valid until Sun 20 Dec 2026

Get your car ready for summer driving: a 30-point check, cooling system test and tyre check for $149, with an air-con re-gas if you'd like it.

A fixed price, then extras to tick

The check is a fixed line; an air-con re-gas and a coolant flush are optional rows the customer ticks before they accept. The total and tax follow each tick.

Price tables: Essentials and up

Prices from your price book
Kettlebrook Auto ServiceService offer KA-O-1103 Sample · fictional business

Your offer

ItemQtyRateAmount
Summer check$149
30-point pre-summer checkCooling, tyres, brakes, battery, lights
1 job $149 $149.00
Add to your booking Tick to add
1 job $189 $189.00
1 job $182 $182.00
Subtotal
$338.00
Tax (10%)
$33.80
Total
$371.80

Sent, opened, accepted

The bulk send shows each recipient's status and the counts across the list, so the service desk knows who accepted, what they added, and who opened it without accepting.

Bulk send: Essentials and up, volume-based costs

Pass accepted offers on through Zapier
Bulk sendKettlebrook Auto Service Sample data
Pre-summer car checkPre-summer car check 5 personalised copiesService customers, last visit over 6 months · 318 recipients
  • Nadia Haddadnadia.haddad@example.com Accepted+ air-con re-gas
  • Tom Reyestom.reyes@example.com Opened
  • Gemma Wardgemma.ward@example.com Accepted
  • Hugh Ngatahugh.ngata@example.com Sent
  • Lena Foxlena.fox@example.com Opened
Sent
5
Opened
4
Accepted
2

A newsletter gets read. An offer gets accepted.

What changes when a seasonal promotion goes out as a QuoteCloud offer instead of an email blast.

The jobAn email blastA bulk-sent offer
Saying yes Click a link, then phone the workshop to book, if they remember. Accept the offer in the document, from their phone.
Adding work A list of extras in the email that nobody can tick. Add-ons as optional rows, priced before they're ticked.
The price 'From $149', then a different figure at the counter. The exact total with tax, from your own price book.
The deadline 'Limited time only', without a date. An expiry date on every copy.
Knowing who's keen An open rate for the whole list. Sent, opened and accepted for each customer.

Offers worth sending in a quiet week

One template per season or per occasion, each ready to bulk send to the customers it suits. Ideas, not templates from the library: you build them once.

  • Pre-summer car check

    Cooling, tyres, brakes and battery for a fixed price, with an air-con re-gas to tick.

  • Pre-trip caravan service

    Bearings, brakes and the 12 V system before the holidays, sent to your caravan customers.

  • Tyre and alignment check

    A tread and pressure check with an alignment to add, for customers due a tyre change.

  • Fleet pre-inspection

    A pre-inspection check per vehicle for small fleets that aren't on an agreement yet.

  • Detail before sale

    A cut-and-polish package for customers getting a car ready to sell.

  • Battery and lights

    A winter battery test and headlight restoration as a fixed price with add-ons.

Send your next seasonal offer from QuoteCloud

Free for 14 days, no credit card required. Bulk send is on Essentials and up, with volume-based costs.

Bulk send, not reminders

You choose who gets the offer, and when it goes

QuoteCloud doesn't track when each car is due or send service reminders by itself. Your team picks the list and the moment; QuoteCloud sends the personalised copies and shows who accepted.

How bulk send works

From one template to accepted offers

How a workshop sends a seasonal offer in bulk with QuoteCloud.

  1. Build the offer

    A template with a cover photo, a fixed-price check and add-ons as optional rows.

  2. Set the date

    Put an expiry date on the offer so it ends when the season does.

  3. Choose the list

    Pick the customers it suits, such as everyone whose last visit was over six months ago.

  4. Bulk send

    Each customer gets a personalised copy; follow sent, opened and accepted.

  5. Book them in

    Call the accepted ones to book, or pass accepted offers to your system through Zapier.

Bulk offer questions

What is bulk send in QuoteCloud?

Bulk send sends one template to a list of recipients as personalised copies, each addressed to its own customer. You see each recipient's status (sent, opened or accepted) and the counts across the list. Bulk send is available on Essentials and above, with volume-based costs.

Does QuoteCloud send automatic service reminders?

No. QuoteCloud doesn't track when each vehicle is due for a service and doesn't send reminders by itself. Your team chooses the customers and when to send an offer; QuoteCloud sends the personalised copies and shows who opened and accepted them.

Can customers add extras to a bulk-sent offer?

Yes. Put add-ons such as an air-con re-gas or a coolant flush in the offer as optional rows. Each customer ticks what they want in their own copy, the total and tax update, and their acceptance records exactly what they chose.

Can we see who opened and accepted the offer?

Yes. The bulk send shows each recipient as sent, opened or accepted, with the counts across the whole list, and document tracking notifies you when a copy is opened. Use it to call the customers who opened the offer but haven't accepted yet, rather than ringing everyone on the list.

How do accepted offers get booked in?

QuoteCloud has no booking calendar, so accepted offers are booked in by your team. Call or email the customers who accepted, or use a Zapier trigger on the accepted offer to add it to your workshop system, a spreadsheet or a calendar, where that app has a Zapier connector.

Does QuoteCloud send offers by SMS?

No. Offers go out as QuoteCloud documents by email, and each customer opens their own copy in a browser on any phone or computer, then ticks add-ons and accepts it there. QuoteCloud doesn't send SMS campaigns, and it doesn't run marketing sequences or follow-up emails by itself.

More questions from workshops

More for automotive businesses

Every page of the QuoteCloud automotive microsite.

Fill the quiet weeks with offers customers accept

Free for 14 days. No credit card required.