Email Tracking

Track and manage quote follow-ups in one place

With email white-labeling and automated tracking, you can get notifications when quotes sent through Quoter are opened and schedule follow-up messages with perfect timing.

Centralize sending activity in Quoter

Email white-labeling lets you send emails from your business address within Quoter, so you can build and send your quotes without leaving the app. Include your email signature and add custom mail merge fields for specific criteria like “Quote Total,” “Upfront Payments,” and more.

Track email status to confirm delivery

From your Quoter dashboard, get at-a-glance visibility of your sales pipeline with visual statuses of quotes sent, history, and attribution.

Not sent, or we do not have data

Processed and delivered, but not opened

Opened!

Bounced, likely due to a mistyped email

Deferred or still processing

Schedule automated quote reminders

Forgot to follow up? Never again with Quoter, where you can schedule reminders to be sent at customized intervals. Once a quote is accepted, all pending reminders are canceled. It’s a set-and-forget feature to help you deliver attentive client care and keep revenue opportunities from going stale.

With Email Tracking, you can

Quickly follow up with pending quotes, and track history on each touchpoint.
Move sending activity out of the email client (Outlook, Gmail, Mac Mail) and into a consolidated workspace. 
Confirm quote delivery and know when a client or prospect opens the email.

See how Email Tracking works in Quoter

Book a 1:1 demo with one of our product specialists for a personalized walkthrough.

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