Business owners keep sales quotes up to date

Business owners lose quote updates when emails and attachments go unlogged. It adds or updates every quote in one spreadsheet so sales and CS keep accurate records.

Overview

Missed or duplicated quotations put deals and customer trust at risk and overwhelm sales reps. Centralizing every quote email and attachment into a single spreadsheet eliminates missing records and speeds handoffs — teams report faster response times and fewer missed follow-ups.

Notable Features

Capture quote emails and attachments
Update spreadsheet rows by thread
Prevent duplicate quotation records