Sending and Following Up on Quotes

Sending a quote is only half the battle. Following up is where jobs are won.

Send Options

When your quote is ready, click Send:

• **Email** — branded PDF attached, accept button included
• **SMS** — link to the customer portal where they can view and accept
• **Copy link** — share via WhatsApp, Messenger, or any channel

Customer Portal

Customers view quotes in a simple, branded portal. No login required — they just click the link. They can:

• View the full quote
• See line item breakdowns
• Accept or decline
• Request changes

Tracking

Conkr shows you:

• When the quote was sent
• When it was opened
• When it was accepted or declined
• How many times it was viewed

Follow-Up

Don't let quotes go cold. Conkr can send automated follow-up reminders:

• 24 hours after sending (gentle nudge)
• 3 days after (value reminder)
• 7 days after (urgency + last chance)

Configure follow-up rules in Settings → Notifications.