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Quote tracking software: know what happened to every quote

Tekliva keeps every quote you send in one list, asks the owner "Where does this stand?" at the right time and updates the pipeline from the answer. No spreadsheet, no WhatsApp notes, no relying on memory.

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Why is quote follow-up so hard?

Writing a quote is one job, finding out how it ended is another. The quote goes out by email or WhatsApp, and if the customer stays quiet nobody calls. Which quotes are hot lives in a salesperson's head, and which ones were forgotten is written nowhere.

  • SilenceUnanswered quotes are lost because nobody calls back, not because the price was wrong.
  • ScatteredStatus lives in messages, emails and separate spreadsheets.
  • No ownerEveryone knows who wrote the quote, nobody knows who follows it up.

How quote tracking works in Tekliva

No setup. Tracking starts the moment you save your first quote.

  1. Save your quote or build it in Tekliva

    Add a finished quote in a minute, or build an itemised quote with VAT and your logo in Tekliva. Download the PDF or send it to your customer as a link.

  2. Know when the customer opens it

    When a quote sent as a link is opened, it is marked as viewed. You no longer guess when to call, you know.

  3. Tekliva asks at the right time

    When the number of days you set has passed, the quote owner gets a "Where does this stand?" question. One tap moves the quote to the hot, warm or cold lane.

A quote list that stays clean and searchable

Number, date, company, value and owner. Brands and categories come from pick lists, so the reports add up.

Example quote list
NoDateProjectCompanyValueStatus
104222 SepHarbour Plaza 4th floor officeDeniz Architects₺480,000Hot
104122 SepNorth Depot lightingNorth Logistics₺220,000Hot
104021 SepAtlas Factory chillerAtlas Foods₺2,400,000Warm
103919 SepPark Residence fan coilsPark Construction₺860,000Cold
103818 SepAda Clinic air conditioningAda Health₺1,100,000Won

The summary is ready before the meeting

On Monday morning the team walks in knowing what to discuss.

Monday summary, week of 21 September
Warmed up this week
4 quotes
₺3.1M
No reply for 7+ days
9 quotes
₺5.4M
Older than 30 days
6 quotes
₺2.2M
Won
3 quotes
₺1.9M
September revenue goal64%

Spreadsheet or quote tracking software?

A spreadsheet works for a short list. As quotes and the team grow, follow-up stops living in the sheet and starts living in people's heads.

Spreadsheet compared with Tekliva
SpreadsheetTekliva
Updating statusBy hand, usually once a weekFrom a one-tap question
RemindersNone, left to memoryAutomatic after the days you set
Did the customer open it?UnknownVisible when the link is opened
TeamworkOne file, version chaosEveryone on the same live list
Weekly reportBuilt by hand before the meetingMonday summary arrives ready
On the phoneAwkwardComputer, tablet and phone

Quote tracking FAQ

What is quote tracking software?

Software that keeps the status of every quote you send (waiting, in talks, won, lost) in one place and reminds you when it is time to follow up. Its job is to stop unanswered quotes from being forgotten.

How many days after sending a quote should I follow up?

In most industries 3 to 7 days is a reasonable window for the first follow-up. Large projects may need longer. In Tekliva you choose after how many days the follow-up question goes out.

Can I bring over my old quotes from a spreadsheet?

Yes. Import your customer and quote lists from Excel, match the columns and merge duplicate companies.

Can I write quotes in Tekliva?

Yes. Itemised quotes, VAT, total or per-line discounts, a PDF with your logo and a link to send to your customer are all built in. Every quote you create lands in your tracking list automatically.

Which industries is it for?

Any small or mid-sized business that sends quotes: HVAC and mechanical contractors, electrical, renovation, furniture, machinery, engineering and service companies.

Does it cost anything?

During early access every plan is free. We do not ask for a credit card to sign up.

Stop guessing how your next quote went. Find out.

Every plan is free during early access. No setup, no credit card.

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