Professional Quote Management That Closes More Deals

Create stunning quotes in seconds, automate follow-ups across SMS, Email & WhatsApp, track payments, and watch your conversion rates soar. Everything you need to look professional and win more business.

Sent

Quote #QT-2024-0847

To: Sarah Johnson - Grand Wedding Package

Valid until: December 25, 2024

Wedding Photography (8 hrs) $2,500.00
Videography + Drone $1,800.00
Photo Album (Premium) $450.00
Digital Gallery $150.00
Total $4,900.00
SMS Sent Quote link delivered
WhatsApp Read Quote viewed

47%

Increase in Quote Acceptance

3x

Faster Response Times

68%

Follow-up Success Rate

5hrs

Saved Per Week on Average

Everything You Need to Create Winning Quotes

From creation to payment, manage your entire quotation workflow in one powerful platform.

Professional Quote Builder

Create beautiful, branded quotes in minutes with our drag-and-drop builder. Add your logo, customize colors, include terms & conditions, and impress clients with every quote.

Multi-Channel Delivery

Send quotes instantly via Email, SMS, or WhatsApp. Attach PDF copies or shareable links. Let your clients view quotes on any device, anytime, anywhere.

Smart Follow-up Reminders

Never lose a deal to forgotten follow-ups. Schedule automatic reminders, track client engagement, and get notified when quotes are viewed or about to expire.

Follow-up Calendar

Visual calendar view of all pending follow-ups. Plan your day efficiently, never miss a callback, and prioritize hot leads that need immediate attention.

Payment Tracking

Track advance payments, partial payments, and balances. Send payment reminders automatically. Know exactly where each quote stands financially at a glance.

Quote Analytics

Understand what works. Track open rates, response times, conversion rates, and identify patterns. Make data-driven decisions to improve your close rate.

From Quote to Payment in 4 Simple Steps

A streamlined workflow that saves time and wins more business.

1

Create Professional Quotes

Build stunning quotes with your branding in minutes. Add products, services, discounts, and terms with our intuitive quote builder.

  • Drag & drop product selection
  • Custom branding & logo
  • Save quote templates
  • Auto-calculate taxes & discounts
New Quote #QT-2024-0848
Add Products/Services
2

Send via Multiple Channels

Reach your clients wherever they are. Send quotes through their preferred channel with professional attachments or trackable links.

  • Email with PDF attachment
  • SMS with quote link
  • WhatsApp with rich preview
  • Track delivery & opens

Select Delivery Method

3

Automated Follow-ups

Set it and forget it. Schedule follow-up reminders that automatically reach out to clients who haven't responded. Boost your conversion without manual effort.

  • Auto-scheduled reminders
  • Multi-touch sequences
  • Expiry notifications
  • Calendar integration

Follow-up Schedule

Day 3: Gentle reminder
Day 7: Value reminder
Day 14: Expiry warning
4

Track Payments

From quote acceptance to final payment. Track advances, partial payments, and outstanding balances. Send payment reminders and maintain a complete financial history.

  • Record advance payments
  • Track payment status
  • Send payment reminders
  • Generate receipts
Quote Total $4,900.00
Advance Paid $1,500.00
Balance Due $3,400.00

Reach Clients on Their Preferred Channel

Professional communication across Email, SMS, and WhatsApp builds trust and gets faster responses.

Email

Send beautifully formatted emails with PDF attachments. Professional templates that represent your brand.

  • Branded email templates
  • PDF quote attachment
  • Open & click tracking
  • Auto follow-up sequences

SMS

Instant delivery with 98% open rate. Perfect for quick reminders and time-sensitive quotes.

  • Instant delivery
  • Trackable short links
  • Delivery confirmation
  • Scheduled messages

WhatsApp

Connect on the world's most popular messaging platform. Rich previews and instant two-way communication.

  • Rich message previews
  • PDF & link sharing
  • Read receipts
  • Quick reply templates

Transform Your Quote-to-Cash Process

Businesses that follow up consistently close 80% more deals. NextEvent automates this for you.

Win More Deals

Automated follow-ups ensure no opportunity falls through the cracks. Studies show 80% of sales require 5+ follow-ups.

Look Professional

Branded quotes, automated communications, and timely follow-ups project a polished, enterprise image to your clients.

Save Hours Every Week

Stop manually tracking quotes and sending reminders. Automation handles the repetitive work while you focus on what matters.

Data-Driven Insights

Understand your conversion funnel. Know which services sell, which follow-up times work best, and where deals get stuck.

47%

Higher conversion rate with consistent follow-ups

3x

Faster client response when using multi-channel

92%

Customer satisfaction with professional quotes

5hrs

Average time saved per week on admin tasks

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Today's Follow-ups
Call Sarah Johnson Quote #QT-0847 - Wedding Package
10:00 AM
Email Michael Chen Quote #QT-0839 - Corporate Event
2:00 PM

Never Miss a Follow-up Again

Your dedicated follow-up calendar keeps all pending quotes organized. See at a glance which clients need attention, schedule callbacks, and prioritize hot leads.

Visual Overview

See all follow-ups at a glance. Color-coded by priority and type.

Smart Reminders

Get notified before scheduled follow-ups. Never forget a callback.

Hot Lead Priority

Identify and prioritize quotes with highest conversion potential.

Sync Everywhere

Access your calendar from any device. Sync with Google Calendar.

Ready to Win More Deals?

Start your 14-day free trial today. No credit card required. Experience how professional quote management can transform your business.

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