Getting started with QuoteCloud

Know which quotes to chase today

See which quotes were opened and for how long, answer questions inside the quote, and find the ones about to expire, so the follow-up call lands.

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QuoteCloud shows the moment a customer opens your quote and how long they spend reading it, as it happens. Customers can ask questions as comments on the quote. Every quote has an expiry date, and the Expiring Soon filter lists the ones running out, so you know who to call. Tracking is on Essentials and above.

A sample week of quotes for a fictional business, Ridgeline Trade Services, grouped by status: two sent (a leak repair not opened yet, and an apartment-block lighting quote that expires in 3 days), two opened (a split-system install read for 6 minutes today, and ceiling fans opened yesterday), one accepted (a switchboard upgrade signed by both owners) and one paid (a hot water replacement with a $1,523.94 deposit through Stripe).

Chasing quotes, before and after

Follow-up is still your phone call. QuoteCloud tells you who to call and what to say.

The jobTodayWith QuoteCloud
Did they get it? A text asking if the email arrived, or if it went to junk. You see the moment the quote is opened, and how long it was read.
What are they unsure of? A call that goes to voicemail, then another one. They leave a question as a comment on the quote and you reply in the document.
Which quotes are going stale? A whiteboard in the office that nobody updates. Every quote has an expiry date, and the Expiring Soon filter lists the ones running out.
Prices or scope changed A new quote typed from scratch. Revise the sent quote and send the new version.
Who's following up? Whoever remembers. Statuses on the dashboard: Sent, Opened, Accepted, Paid and Lost, filtered by the office.

Questions answered in the quote

Tom read the split-system quote for six minutes, then asked whether the 3.5 kW is enough for an open kitchen. The question sits on the quote; Josh replies there, and suggests the bigger size.

The next call isn't a cold one. You know it was read, what the customer asked and what you told them.

  • Opened, and how long it was read
  • Comments and replies on the document
  • Updates and comments can alert Slack or Teams

Document tracking: Essentials and up

Document tracking
RT-4140 · Split-system installRidgeline Trade Services Sample data

Activity

  1. Quote sentRT-4140 · Tom Ellery · from the driveway
  2. Quote openedTom Ellery · 6 min reading
  3. Comment from Tom"Is the 3.5 kW enough for the open kitchen?"
  4. Josh repliedSized for 35 m², 5.0 kW if the kitchen counts

Your questions

  • Ask anything about the quote right here: we'll answer in the document.
  • Prices are valid for 14 days from the date of the quote.

Tom ElleryIs the 3.5 kW enough if the kitchen is open to the living room?

Josh, RidgelineClose. For both rooms together, the 5.0 kW is the safer pick.

A quote's 14 days, and when to pick up the phone

The split-system quote from sending to expiry. The calls are yours; QuoteCloud shows you when each one is worth making.

  1. Day 0

    Sent from the driveway

    Emailed before you leave, with the options and the deposit.

    Send via email
  2. Day 1

    Opened and read

    Six minutes on the quote. A good sign, and a reason to wait a day.

    Document tracking
  3. Day 2

    A question arrives

    Asked as a comment on the quote. Reply there the same day.

    Comments
  4. Day 5

    Your follow-up call

    You know what they read and asked. Call to help them choose a size.

    Your call
  5. Day 11

    Expiring soon

    The quote shows in the Expiring Soon filter. Last call before it lapses.

    Expiring Soon filter
  6. Day 14

    Expired, or revised

    Mark it lost, or revise the prices and send it again.

    Revise and resend

A sample follow-up plan for a fictional business. QuoteCloud shows the signals; nothing on this line happens by itself.

See who opened your quotes this week

Free for 14 days, no credit card required. Send a quote and watch it get opened.

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The quotes about to run out

Set a validity on every quote, 14 days for most trade jobs. The Expiring Soon filter on the documents list then shows the quotes that run out next, so the office knows who to call this morning.

When a quote expires with no answer, mark it lost or revise it with today's prices.

The same filter for service agreements
DocumentsRidgeline Trade Services Sample data
  • All
  • Sent
  • Opened
  • Expiring soon

3 quotes expire in the next 14 days

  • Common-area LED lightingLarch Court Owners Association · RT-4138 Expires Fri 24 Octin 3 days Sent
  • Ceiling fans × 3Ava Lindqvist · RT-4136 Expires Tue 28 Octin 7 days Opened
  • Split-system installTom Ellery · RT-4140 Expires Thu 30 Octin 9 days Opened

Follow-up habits that stick

Small things the office and the vans can share.

  • Alerts where you already look

    Notifications for document updates, comments and actions in QuoteCloud, or in a Slack or Microsoft Teams channel the office watches.

  • Won and lost, recorded

    Quotes move to Accepted and Paid as customers sign and pay. Mark the ones you lose as Lost so the list stays honest.

  • Revise, don't retype

    Changed your mind on the price or the scope? Revise the sent quote and resend it; the customer gets the new version.

Quote tracking: questions

Can I see when a customer opens my quote?

Yes. QuoteCloud shows the moment a customer opens your quote and how long they spend reading it, and the quote's history records each view, with real-time notifications in QuoteCloud. Document tracking is on the Essentials plan and above.

Does QuoteCloud do the follow-up for me?

No, the follow-up stays personal. QuoteCloud gives you the signals for follow-up: when a quote was opened and read, comments from the customer, and expiry dates with an Expiring Soon filter. You make the call or send the email when those signals say it's worth it.

Can customers ask questions about a quote?

Yes. Customers can leave comments on the quote itself, and you reply in the document, so the question and the answer stay with the quote instead of in a text thread. You can be notified of new comments in QuoteCloud, Slack or Microsoft Teams.

How do I find quotes that are about to expire?

Give each quote a validity or expiry date, then use the Expiring Soon smart filter on the documents list to see the quotes that run out next. Expired quotes can be marked lost, or revised with current prices and sent again.

Can I change a quote after I've sent it?

Yes. Revise the sent quote, for example with new prices or a different option, and resend it; the customer opens the new version. On the Business plan, revisions and version history keep earlier versions for your records, so you can see what changed and when.

More questions from trades

More for winning the job

Before and after the follow-up.

Fewer quotes left hanging

Free for 14 days. No credit card required.

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