The latest articles on DEV Community by CloseQuotely (closequotely). https://dev.to/closequotely https://media2.dev.to/dynamic/image/width=90,height=90,fit=cover,gravity=auto,format=auto/https:%2F%2Fdev-to-uploads.s3.us-east-2.amazonaws.com%2Fuploads%2Forganization%2Fprofile_image%2F15946%2F5e1c1991-1357-4b06-a21f-405274cf44ae.png https://dev.to/closequotely en Ridh Grg Sun, 08 Nov 2026 04:28:49 +0000 https://dev.to/closequotely/how-to-send-quotes-faster-and-follow-up-so-fewer-jobs-slip-away-468h https://dev.to/closequotely/how-to-send-quotes-faster-and-follow-up-so-fewer-jobs-slip-away-468h <p>The short answer: quote in minutes from the truck, let the customer accept online, and let scheduled reminders do the chasing. Most lost jobs are lost to slow replies and forgotten follow-ups, not price.</p> <h2> Build the quote where you are </h2> <p>Speed comes from not starting from a blank page. Use your own templates and a price book built for your trade, then fill in the job. CloseQuotely includes templates and starter price books, and you can build a detailed, professional quote for any trade in minutes.</p> <p>A quote a customer can actually read and compare gets a faster yes. Make sure it shows sections, quantities, units, labor and materials, discounts, tax on the right lines, and a deposit. CloseQuotely covers those parts.</p> <p>It runs on the phone in your truck and the laptop at home, so you can draft on site and finish at the kitchen table.</p> <h2> Make accepting easy </h2> <p>Every extra step between "yes" and a signature is a place to lose the job. Send a clean, branded quote the customer can review and accept with a typed signature. In CloseQuotely, your customer never needs an account. They review a clean, branded quote and accept with a typed signature.</p> <p>If a job has options, let the customer pick. Your customer picks options and accepts online, and the follow-up runs until they decide.</p> <h2> Follow up without chasing </h2> <p>Write the reminder once and schedule it. CloseQuotely's polite reminders go out on your schedule and stop automatically. Polite reminders go out on your schedule and stop automatically when the customer accepts, declines, or replies.</p> <p>You can also see when a customer opens your quote and how often, which helps you pick the right moment for a phone call. CloseQuotely shows when a customer opens your quote and how often.</p> <p>If you handle follow-up by hand, use the same shape without software: a short message the day after you send, a second a few days later, a final check-in, and stop as soon as they answer either way.</p> <h2> Turn the yes into a job and an invoice </h2> <p>Don't retype anything after the customer agrees. Every accepted quote becomes a job, and booking a job drafts the invoice from the quote, with the deposit already credited.</p> <p>When the crew is on site, keep the admin small. Each crew member gets a private phone link to see their jobs and mark them started and done, with no logins to set up.</p> <h2> What it costs </h2> <p>The Free plan is $0 per month, with 10 quotes and 50 follow-up emails a month, and it needs no card. The Starter plan is $4 per month, with 100 quotes and 500 follow-up emails a month. The Pro plan is $15 per month, with 1,000 quotes and 2,000 follow-up emails a month.</p> <p>CloseQuotely says it will tell you before a price changes, and it is in early access, so it is changing quickly.</p> <h2> Where CloseQuotely fits </h2> <p>CloseQuotely is quoting software for the trades. If you send a handful of quotes a week and forget to chase half of them, a scheduled follow-up is the part most worth fixing first, and you can start on the free plan with no card required. See it at <a href="https://closequotely.com" rel="noopener noreferrer">closequotely.com</a>.</p>