Track Quote Revisions and Customer Follow-Ups
After sending several versions of a quote, finding the current one can take time. I can turn your Excel and Google Sheets tracking list into a custom app that brings quote versions, conversation notes and the next action together, so sales staff know which proposal they are following.
Prepare revisions without losing earlier quotes
A colleague records the first quote and opens a new revision when scope or price changes. The sent document, date and customer note belong to that version. The accepted version is marked separately. The latest price is not confused with the original amount, and colleagues can check the current position before sending different files to the same customer. Automated sending can be scoped as another step.
Make the next action visible in the follow-up list
Customer, quote-version and follow-up-date screens create a focused first version to try quickly. Awaiting a response, needing a call and closed quotes appear separately. Conversation history stays with the record when the owner changes. During import, we check customers with multiple name variants and use an existing CRM where appropriate rather than creating a second source of customer data.
Frequently Asked Questions
What if the customer accepts an older version?
The accepted document can be linked to that specific version, retaining its scope and price. A newer revision does not automatically change the acceptance record.
Does a missed follow-up date mean the quote is lost?
No. An overdue action and a rejected quote are different statuses. The sales owner records the outcome while the panel highlights the pending action.
Discuss your workflow
Describe your workflow on the contact page. Explore other examples of custom web apps for your team.
Related services
How do I work?
Work-hour packages
Tell me about your website and what you need on WhatsApp or by phone; we agree on a work block of somewhere between 5 and 40 hours and I start doing what is needed. What you get is not a calendar window — it is net working hours spent directly on your business. I can use 40 hours working three days straight, or deliberately spread it out and finish it over a year — whatever the work calls for. I do not spend my time estimating how long something will take, I spend it doing the work; every hour I spend has a lasting result on your site. We keep going for as long as you find it useful.
Why not monthly?
Is 40 hours a week?
On a fixed monthly fee both sides are watching the wrong thing: you watch a fixed cost, the other side watches how many more contracts like this they can line up. Working by the hour puts us both in front of the same thing — the real value of the work that got done. I know not having an upfront answer to "how much will this cost in total?" is the natural cost of this model. But instead of paying a fixed fee for months to a setup that is not producing results, you only pay for the qualified time spent on your work — and you see exactly where that time went, start to finish. That is why my clients keep coming back.