How to Automate Quote Requests
Respond to quote requests in minutes, not days
The problem
A prospect fills out your quote request form. It lands in your email. You see it 6 hours later, after you've finished on-site work. You create the quote manually the next evening. By then, two competitors have already responded.
The DIY approach
Set up a form on your website that emails you when someone requests a quote
Use a template in Google Docs or a quoting tool to build the quote
Email the quote to the prospect manually
Set a calendar reminder to follow up in a week
Where DIY falls short
Response time depends on when you check email
Quote templates still need manual customisation per job
Follow-up is inconsistent — busy weeks mean quotes go un-chased
No tracking of which quotes convert and which don't
The SmoothSailor approach
Instant auto-acknowledgement with estimated response time when a quote request comes in
Auto-populate quote template from form data — pre-fill client details, service type, and pricing
Quote delivered within hours, not days, with branded PDF attachment
Automated follow-up sequence — check-in at 3 days, 7 days, and 14 days
Quote conversion tracking — see which quotes become jobs and which go cold
Estimated time saved
3-5 hours/week on quoting and follow-up
Related services
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