Quote Chase

Small
Professional Services · Consultants, agencies, professionals

Follow sent proposals to the end; an unanswered quote is lost business.

Coding Ideas

Built in this build

  • Proposal status tracking
  • Win/loss log
  • Proposal stages
  • Follow-up cadence
  • Drafts polite follow-up message by status
  • Proposal win rate

Vision (needs external services)

  • Follow-up reminder sequence
  • Follow-up reminders on set days
  • Email draft sharing

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Proposal status tracking
  • Follow-up reminder sequence
  • Win/loss log

Admin modules

  • Proposal stages
  • Follow-up cadence

AI capabilities

  • Drafts polite follow-up message by status

Automations

  • Follow-up reminders on set days

Analytics & reports

  • Proposal win rate

Integrations

  • Email draft sharing

Mobile

  • Close follow-up task on phone

Roles & permissions

  • Sales
  • Partner

Professional Services

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