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ManoPlan Workflow – Following Up on Quotes
0:444 Scenen
Track sent quotes and remind customers automatically once while the quote is still valid.
Learning Goal
More accepted quotes without chasing by phone.
Contents
1
The quote list shows which quotes are sent, viewed, accepted or declined – plus the success rate.
2
Inside the quote you see when it was sent and whether the customer has opened it yet.
3
With quote follow-up the customer receives exactly one reminder email after a number of days you choose – only while the quote is still valid.
4
Through the link in the reminder the customer opens the quote and can accept it right online.
