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Track every quote by status and follow up at the right time.
Quote Tracking and Follow-Ups
Stop guessing. See where every quote stands and follow up at exactly the right moment.
What QuoteLock tracks
Quote sent, viewed, accepted, declined, questions asked, booking requested, deposit pending, invoice created and payment outstanding.
Dashboard cards
Open quote value, viewed-but-not-accepted, follow-ups due, deposits pending, accepted quotes and overdue invoices — at a glance.
When to follow up
Follow up when a quote is viewed but not accepted, when it hasn't been opened, before the expiry date, and when a deposit is pending.
Helpful tips
- Viewed but quiet? A quick nudge often closes it
- Not opened? Resend or try another channel
- Expiry approaching? Remind them before it lapses
Ready to get going?
Related guides
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