Free tools

Free tools for businesses that sell on quotes and estimates.

Small tools that save you time today. No sign-up, nothing to install.

Available now

Available

Quote follow-up generator

Your trade, the situation, when you sent the quote: an email and a text ready to send, and the next follow-ups to plan.

Write my follow-up →Available

Quote tracking spreadsheet

Statuses, next action and an alert when a quote goes too long without a follow-up. Excel, Google Sheets or Notion, no email asked.

Get the template →Available

Client questionnaire generator

Type your trade: every question to ask the client before quoting, ready to copy, print or send.

Build my questionnaire →Available

Free 3-minute diagnostic

Nine questions to find where your inquiries get lost, with three actions to take this week.

Start the diagnostic →

Popular follow-up templates

Kitchen installers

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HVAC contractors

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On the blog

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Phone on a workshop bench showing an unanswered message screen, next to a folded quote
Pending quotes

Client Not Responding After a Quote? What to Do Next

Your client went quiet after the quote? The 6 most common reasons, the right message for each one, and when to close the file.

Julien DevoirCo-founder, Product & Systems
8 min read
Phone resting on a job-site stepladder, a new inquiry notification on the screen
First contact

How Fast Should You Reply to a Quote Request?

A quote request lands while you're on site: how to reply fast without dropping everything, realistic response times by request type, and the messages to set up.

Julien DevoirCo-founder, Product & Systems
8 min read
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Where do your customer inquiries get lost?

Three minutes to turn more inquiries into signed projects.

Get my free diagnostic ↗