Create or upload quotes
Create a quote in Follow My Quote or upload an existing quote document.
Quote follow-up for service businesses
Follow My Quote
Manage every quote, follow-up, and customer response.
Create or upload quotes, see what needs attention, manage follow-up schedules, and keep customer responses in one clear workspace.
Create or upload quotes QuickBooks is optional
Example quote
Quote FMQ-1048Viewed
Landscape Refresh
$4,850
Next follow-up scheduled
One quote workspaceCreate, upload, and track
Clear next actionsSee what needs attention
Consistent follow-upManage every schedule
Responses in contextKeep conversations organized
WHY FOLLOW MY QUOTE
A clear workspace for the work after the quote.
Keep quote status, next actions, follow-up schedules, and customer responses organized in one place.
See status and next actions
Review active quote status and the next action from the dashboard and pipeline.
Manage follow-up schedules
Start and manage follow-up after a quote has been sent, then stop it when the customer responds.
Keep responses connected
View customer questions and inbound email replies with the related quote context.
HOW IT WORKS
From quote to customer decision, in four steps.
Use the same straightforward process whether the quote starts in Follow My Quote or another system.
- 01
Create or upload
Create a quote or upload an existing quote document for review.
- 02
Send or mark as sent
Send a Draft from the quote page, or confirm that the customer already received it.
- 03
Start and manage follow-up
Start the follow-up schedule after the quote has been sent and manage it from the quote.
- 04
Track responses and outcome
See views, questions, replies, acceptance, decline, and payment status in context.
THE WORKSPACE
The practical tools your quote process needs.
Follow My Quote brings quote tracking, follow-up management, and customer responses into one business workspace.
Dashboard and pipeline
Review quote value, status, next actions, and items needing attention.
Follow-up management
Set and manage a schedule, prepare messages, and stop follow-up when a quote reaches a final outcome.
Response Center
See customer questions and email replies in the Response Center and with the related quote.
Optional QuickBooks connection
Connect QuickBooks Online if it fits your workflow. Follow My Quote also works without it for creating and uploading quotes.
SIMPLE BY DESIGN
A focused quote follow-up workspace for service businesses.
Manual quote creation and document upload
Customer-facing accept, decline, and questions
Protected business workspaces
Follow-up schedules you control
PRICING
Simple monthly plans.
Every new account can start with a 14-day free trial. Cancel before the trial ends and you won’t be charged.
Starter
$29/month
- Up to 25 open quotes
- Create or upload quotes
- Automated follow-up scheduling
- Customer Response Center
- 14-day free trial
Professional
$49/month
- Up to 100 open quotes
- Everything in Starter
- AI message assistant
- QuickBooks Online integration
- 14-day free trial
Business
$89/month
- Up to 500 open quotes
- Everything in Pro
- Highest quote capacity
- AI + QuickBooks included
- 14-day free trial
Open quotes are Draft, Sent, Viewed, or Awaiting Reply. Closed and completed quotes do not count toward your plan limit.
Keep every quote and next action organized.
Create an account and manage quote follow-up in one clear workspace.
Create Your Account