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
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 it finishes
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.
What starts the job
A sent quote remains open and reaches the saved follow-up timing without a newer customer reply.
A £1,250 quote has been quiet for five days. Quote Chaser checks the current quote and original thread, finds no reply, and returns the follow-up for approval. If the customer has already replied, it stops.
Apps, Sources and business facts
Give this employee the exact information its job needs.
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
Without a connected app
A useful fallback—without pretending it did more.
One exact LoopSuite quote or uploaded quote Source can produce a useful follow-up draft in Results. Sending needs the selected email conversation.
When it messages you
Needs You appears only when the job genuinely cannot continue safely.
- 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.
Control and hand-off
Prepared work stays separate from an outward action.
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 deliberately does not 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 finish?
A message preview with the quote source, status, amount, version, sent date, customer, original thread, attempt count, prepared reply and delivery outcome.
What starts Quote Chaser?
A sent quote remains open and reaches the saved follow-up timing without a newer customer reply.
Which apps or Sources can it use?
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.
Can it 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 approval?
Ask before sending is the default. Draft-only work and narrow saved routine authority are also supported for the exact selected route.
What happens when a fact is missing?
It asks for the smallest material fact that blocks safe work and continues the same Result after the answer.
Your business, one message away
Get LoopSuite.
Install the app, set up the business and choose the first employee for the Result you need.
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