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Quote Management

Last Update 3 months ago

Creating and Managing Quotes Quote Calculations and Pricing Inventory Management System Optional Services Configuration Quote Templates

Customer Quote Communication

Ensure clear and professional communication when sending quotes to customers in MoversMate

Clinton Harrison

Last Update 3 months ago

1. Sending a Quote to a Customer

  1. Go to Quotes and select the prepared quote.

  2. Click Send Quote and choose email or SMS.

  3. Customize the message if needed.

  4. Click Send to deliver the quote.

2. Tracking Customer Responses

  • Pending – The customer hasn’t responded yet.

  • Accepted – The customer approved the quote.

  • Declined – The customer rejected the quote.

  • Modified – The customer requested changes.

3. Following Up on Quotes

  1. Check the status in Quote Management.

  2. Send a polite follow-up if there’s no response.

  3. Offer assistance in modifying the quote if needed.

4. Best Practices

✅ Use clear and professional wording in communications. ✅ Follow up on pending quotes to improve conversions. ✅ Keep records of all customer interactions.


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