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Features

Everything between
the job and the yes.

QuoteProSales manages the commercial workflow after the quote too: follow customer activity, keep stalled deals visible, prepare AI follow-ups, convert accepted quotes into invoices, and track payment.

QQuote #2841
AI drafted

From

Northwind Supply Co.

To

Meridian Builders LLC

Silicone sealant, 12-pack

12 × $24.50

$294.00

Structural fastener kit

8 × $18.00

$144.00

Site delivery & setup

Flat rate

$85.00

Subtotal$523.00
Tax (8.5%)$44.45
Total due$567.45
→

Follow-up sent

Reminded M. Okafor · 2h ago

01

Plain-language drafting

Describe the job and QuoteProSales maps it to your catalog, quantities, and rates — no spreadsheet gymnastics.

02

Live totals

Discounts, freight, and tax roll into a total that updates as you edit each line.

03

Branded documents

Your logo, terms, and validity window on every quote your customer opens.

04

Smart Follow-Up

Track sent and aging quotes, surface customer activity, draft AI follow-ups, and keep accepted deals moving toward invoicing and payment.

05

Acceptance tracking

See what's aging, what's being negotiated, and what's ready to become an invoice.

06

Shared catalogs

Reps, admins, and distributors quote from the same pricing, so nothing goes out wrong.