Feature
Send, track and follow up. Automatically.
Send quotes, orders and invoices directly from QuoteCore+ with attachments. Track when recipients open and read them. Set up automatic follow-ups with configurable delays and cancellation conditions - so chasing happens on its own.
14-day trial, no card required
Document tracking
Know exactly where every quote, order and invoice stands.
Open and read tracking
See when recipients open and read your quotes, orders and invoices. No more guessing whether an email was received.
Automatic status updates
Quote statuses update automatically when recipients accept or decline. Sent, accepted and declined statuses tracked across all document types.
Alert centre
Receive alerts when documents are opened, accepted or declined. Centralised alert centre keeps you informed. Still expanding with more alert types.
Message centre
Central place to manage all document activity. See the full history of sends, opens, accepts, declines and follow-ups in one view.
Automated follow-ups
Set up triggers once and let QuoteCore+ chase for you. Follow-ups cancel themselves when conditions are met.
Time-based follow-ups
Trigger after a set delay with no action from the recipient.
Example:
Quote sent and opened, but no decision after 5 days. QuoteCore+ automatically sends your saved follow-up email template. If the quote is then accepted or declined, the follow-up cancels itself.
Event-based follow-ups
Trigger when a specific event occurs, with a configurable delay.
Example:
Quote accepted. After a 10-minute delay, QuoteCore+ automatically sends a thank-you email with your deposit details, terms and a form to fill out - all as attachments.
Saved email templates
Create and reuse professional email templates for every follow-up scenario.
Attachments
Include terms, deposit details, forms or any file with your follow-up emails.
Configurable cancellation
Set the conditions that cancel pending follow-ups. Accepted or declined quotes cancel automatically.
What you can send
Quotes
Send professional quotes with attachments. Track opens, reads, accepts and declines.
Orders
Send material orders to suppliers with attachments. Track opens and reads.
Invoices
Send invoices with payment methods configured. Recipients can mark paid or dispute.
Reusable header templates
Create different layouts for different customers, suppliers and payment methods.
Quote templates
Vary business name, logo, contact person, email and layout. Send different headers to different customers.
Order templates
Different headers for different suppliers. Vary business name, logo, contact person and display format.
Invoice templates
Vary business details and payment methods per invoice - bank details, Stripe links, PayPal links, or all three.
Related features
FAQ
Can I track when a customer opens a quote?
Yes. QuoteCore+ tracks open and read status for quotes, orders and invoices. You receive alerts when recipients open documents and when they accept or decline.
Can I set up automatic follow-up emails?
Yes. You can configure time-based follow-ups (e.g. send a template email 5 days after a quote is opened with no decision) and event-based follow-ups (e.g. when a quote is accepted, send deposit details after a 10-minute delay). Follow-ups can include attachments and use saved email templates.
Do follow-ups cancel themselves automatically?
Yes. You set cancellation conditions when configuring follow-ups. For example, if a quote is accepted or declined, pending follow-ups for that quote cancel automatically. No manual chasing list to maintain.
Can I send attachments with quotes and documents?
Yes. You can attach files to any quote, order or invoice you send from QuoteCore+. Attachments can also be included in automated follow-up emails.
Stop chasing. Start tracking.
Send, track and follow up automatically. 14-day trial, no card required.
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