Sales & quotes

The quote waits two days because the day was full. Follow-ups rarely happen. Which quotes are open is known only to whoever is searching the inbox right now.

  • Inputs
  • E-mail
  • CRM
  • Site visit notes

otonit unit · Sales & quotesRunning

Sample Metalworks LtdQuote · Draft

Railing for outdoor stairs

  1. 01Stainless steel railing, six metresPrice list
  2. 02Installation on sitePrice list
  3. 03TravelPrice list
For approval

Approved, sentTue 09:00 follow up

Example · Sample Metalworks Ltd · Prices come from your list

The unit takes over

  • Creates a case for every lead and keeps the status current
  • Prepares the quote from your price list
  • Sends after your approval
  • Follows up and reminds you when someone goes quiet

You decide

  • Every quote before it goes out
  • Prices, discounts, terms
  • The conversation on site

Your programs

Runs in the programs you already have. Nothing new to learn, nothing to switch.

See our stack
  • Gmail
  • HubSpot
  • Pipedrive
  • lexoffice
  • Google Calendar

Examples from:TradesService businesses

How it works

  1. Free

    First call

    You show us what still runs by hand every day. We tell you honestly what can be automated.

  2. One page

    Concept

    What we would build, in plain language. Fixed scope, no obligation to continue.

  3. Live in 2–4 weeks

    Build

    We build your unit, test it and run it. Approval stays with you.

  • Fixed-price scope
  • Yours to keep
  • DPA on request
  • Approval with you

More solutions

Should this task run itself in your business?

A few sentences about your process are enough. We reply within one business day, no obligation.

Request a free check