02 Quotes Entry 47 Office
Watch for customers who accept a quote by email, and move the job forward
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“Watch my email for customers who've accepted a quote in writing but are still sitting as awaiting response, and move them forward.”
- You text“Watch my email for customers who've accepted a quote in writing but are still sitting as awaiting response, and move them forward.”
- It readsGmail or Outlook, your job board, your CRM.
- What stays yoursWhether a reply really is a yes. It asks before it changes a status the first time; after that it runs on the rule you set.
- You getNo quote sitting as "awaiting response" after the customer already said yes, and a text for each one it found.
- What it does
- Customers say yes in all sorts of ways: "looks good, when can you start?", "let's go ahead", a thumbs up. It reads every reply against the open quotes and finds the ones that are really an acceptance, even when nobody clicked the button. It shows you the customer's own words next to the quote. Once you confirm, it marks the quote accepted, turns it into a job, and starts the booking (entry 51).
- What stays yours
- Whether a reply really is a yes. It asks before it changes a status the first time; after that it runs on the rule you set.
- What it connects to
- Gmail or Outlook, your job board, your CRM.
- What you get
- No quote sitting as "awaiting response" after the customer already said yes, and a text for each one it found.