NEW OPPORTUNITY

Chase a Quote

Create a new quote here, or upload one you already sent. Either way, Follow My Quote keeps it trackable.

Takes about 60 seconds

A. CUSTOMER

Who is this quote for?

We’ll use these details to personalize follow-ups.

Customer name*

CompanyOptional

Email*Required for email follow-up

PhoneOptional

B. QUOTE

The quote number is suggested for you, but you can change it.

Quote number*

Quote amount*

Service category*

Expiration date*

C. SCOPE

Keep the customer-facing scope clear. Internal notes stay private.

Service / project description*

Internal notesOnly your team sees this

Optional attachment

Choose a supporting file

Choose what happens after this opportunity is saved.

Day 2Friendly Check-InDay 5Share a BenefitDay 10Second Follow-UpDay 14Final Reminder

If the quote is Accepted or Lost later, the sequence stops automatically.

This quote was already sent to the customer

Turn this on only if the customer has already received it.

Saved as Draft. Follow-ups will not start until the quote has actually been sent.