LoopSuiteDownload App Win work
Follow up sent quotes after checking they are still open.
One sent, open quote is checked and followed up in its original customer conversation without duplicating contact.
See how it works- Most people reply to a nudge after 3 days, not 1.
- Dan prefers a text to an email.
- Never chase on a Sunday.
Quote Chaser
A message preview with the quote source, status, amount, version, sent date, customer, original thread, attempt count, prepared reply and delivery outcome.
Example outcome. The customer, price, account and private work are deliberately not shown.
What they do
Quote follow-up
A message preview with the quote source, status, amount, version, sent date, customer, original thread, attempt count, prepared reply and delivery outcome.
Illustrative customer journey. Private customer, account and provider data is not shown.
When they start
A sent quote remains open and reaches the saved follow-up timing without a newer customer reply.
A £180 quote for a full valet and polish has been quiet for five days. Quote Chaser checks the current quote and original thread, finds no reply, and texts the owner a friendly nudge to OK. If the customer has already replied, it stops.
What they work from
Give them what the job needs, and nothing more.
It proves the quote was sent, remains open and has no newer reply before preparing the next message.
- HubSpot
- Pipedrive
- Salesforce
- ServiceM8
- LoopSuite Sources
- LoopSuite quote records
- Gmail
- Outlook
No apps connected?
Still useful, and honest about it.
One exact LoopSuite quote or uploaded quote Source can produce a useful follow-up draft in Results. Sending needs the selected email conversation.
When they text you
They only text you when they need you.
- The current quote status or recipient is missing.
- A dated Source needs refreshing.
- The quote is disputed, unsafe or tied to an ambiguous resource.
- The exact follow-up needs approval or its selected route is blocked.
You stay in charge
Nothing goes out without your OK.
Ask before sending is the default. Draft-only work and narrow saved routine authority are also supported for the exact selected route. After acceptance it may suggest Booking Assistant or the appropriate deposit and invoice payment-request employee through an owner-approved link.
Clear boundaries
What Quote Chaser won’t do.
- It never chases a draft or unsent quote.
- It does not rely on an email snippet when the complete thread is available.
- It does not invent the amount, recipient, promise or quote state.
- It does not build quotes, make bookings, take payment or chase invoices.
- It cannot guarantee that a customer replies or accepts.
Questions before you install
Plain answers.
What does Quote Chaser do?
A message preview with the quote source, status, amount, version, sent date, customer, original thread, attempt count, prepared reply and delivery outcome.
When does Quote Chaser start?
A sent quote remains open and reaches the saved follow-up timing without a newer customer reply.
What can they work from?
It proves the quote was sent, remains open and has no newer reply before preparing the next message. Examples include HubSpot, Pipedrive, Salesforce, ServiceM8, LoopSuite Sources, LoopSuite quote records, Gmail, Outlook.
Do they work without a connected app?
One exact LoopSuite quote or uploaded quote Source can produce a useful follow-up draft in Results. Sending needs the selected email conversation.
What needs my OK?
Ask before sending is the default. Draft-only work and narrow saved routine authority are also supported for the exact selected route.
What if they are missing something?
They text you one short question and carry on with the same job once you answer.
Your team, one text away
Get LoopSuite.
Install the app, type your business name or web address, and LoopSuite gets to know the business while you watch.
Scan to downloadiPhone or AndroidOpen download linkUse LoopSuite on the web