QUOTE SENT
- To
- hala@meridianfitout.example
- Subject
- Quote QT-2291 — office fit-out
Hi Hala, thanks for your time on Tuesday. Our quote for the fit-out is attached — $48,000 all in, valid for 30 days. Happy to walk through it whenever suits.
FOLLOW-UP ENGINE · FOR SALES TEAMS
Quotes don't die from no. They die from silence.
QuotLoop finds the quotes you send and puts every one on a fixed follow-up schedule — Day 3, 7 and 14, escalating at Day 21. The loop runs end to end and writes each follow-up in full. Today it stops short of the send: nothing has ever gone to a customer. And the moment a reply lands, the rest of the sequence is cancelled.
- DETECT
- SCHEDULE
- COMPOSE
THE CADENCE
- QUOTE
- QT-2291 · Meridian Fit-Out
- VALUE
- $48,000.00
- SENT
- Day 0 — no reply yet
- FOLLOW-UP
- Day 3 — composed, not delivered
Final state: the follow-up is composed in full and stamped “approved by you”. Delivery is off by default, so nothing goes to the customer.
You know you should keep chasing. You stop after two.
Not because you don't care about the deal. Because the quote went out on Tuesday, three more things landed on Wednesday, and nobody has owned the chase since.
- A quote goes out, and nobody thinks about it again until someone asks at month-end.
- The customer meant to reply, got busy, and now feels awkward about the delay.
- “Did they ever come back to us on that?” — and nobody is quite sure.
- The deals lost to silence never appear in a report, because nothing happened.
A lost deal is information. A forgotten one is nothing at all.
THE LOOP
Six steps, in this order, on every quote.
The schedule is software, not a judgement call made on a busy afternoon.
-
Detects
Spots the quote leaving your mailbox and reads what matters off it: customer, quote number, value, and when it expires.
-
Schedules
Puts the quote on a fixed cadence — Day 3, Day 7, Day 14, and an escalation at Day 21. The timing is code, not a judgement the model makes.
-
Composes the chase
Writes each follow-up when it falls due, referencing the real quote — the number, the value, the date — rather than checking in. The loop runs to completion; today it stops at the send, and nothing has been delivered.
-
Reads the reply
Cancels every pending follow-up the instant a reply lands, then sorts it: won, lost, a question, a price objection, a delay.
-
Tells you what to do
Turns the reply into a task on your desk — call them, revise the quote, send the case study — instead of another unread notification.
-
Logs it all
Every touch, reply and decision recorded on one timeline against the quote, so you can always answer what was done and when.
WORKFLOWS
One loop, running on every quote you send.
It starts from something you already do — sending the quote — so there is nothing to remember and nothing to log.
01 · CAPTURE
Quote detected
The quote is tracked because you sent it, not because someone remembered to create a record. QuotLoop reads the customer, the number, the value and the expiry date straight off the mail that left your outbox.
- CUSTOMER
- QUOTE #
- VALUE
- SENT
- EXPIRES
No data entry. Nothing to log.
02 · PERSISTENCE
The cadence runs
The schedule starts on its own and runs a fixed cadence — Day 3, 7 and 14, escalating at Day 21. Each follow-up is composed in full against the actual quote, so it reads like you wrote it. Today the loop stops short of delivery.
- DAY 3
- DAY 7
- DAY 14
- ESCALATE
The days are fixed in code, not chosen by a model.
03 · RESPONSE
The reply is read and routed
A reply cancels the chase immediately, then gets classified — won, lost, a question, a price objection, a request for more time — and becomes a task with the next action already on it.
- WON
- LOST
- QUESTION
- PRICE
- DELAY
Silence is the only outcome it won't accept.
UNDER YOUR CONTROL
It never chases someone who has already replied.
The moment a reply is matched to a quote thread, every pending follow-up for that quote is cancelled — before any AI runs at all. That ordering is deliberate and it is the guarantee the whole product rests on. Nothing is more damaging to a salesperson's credibility than a system that chases a customer who answered them yesterday.
The model has one job: read a reply and say what kind of reply it is — won, lost, a question, a price objection, a request for time. It does not decide what happens next. Deterministic rules you control do that, and the set of actions available to them is small, predefined and closed. It can compose a follow-up, create a task, or stop. It cannot improvise, negotiate or discount.
Every touch and every decision is written to a timeline against the quote, so “what have we actually done about this one?” always has an answer you can read rather than reconstruct.
Where the product stands today: the loop is built and runs end to end, composing the actual message it would send. Delivery is switched off by default and no follow-up has ever reached a customer on any deployment. Turning it on is a per-tenant switch, not a default.
-
Replies stop the chase
A matched reply cancels every pending follow-up immediately, before any model is called.
-
It interprets, you decide
The AI classifies the reply. Your rules decide what happens, from a closed list of actions.
-
Your words, your name
Each follow-up is composed in full against the actual quote — the number, the value, the date — in your wording rather than a generic check-in.
-
The whole sequence is logged
Every touch, reply and decision on one timeline against the quote.
COMPARISON
Where QuotLoop fits.
The honest comparison is not with other software. It is with what happens now.
| Criterion | Chasing it yourself | QuotLoop | A CRM with sequences |
|---|---|---|---|
| What gets tracked | Whatever you remember | Every quote that leaves your mailbox, however it was written | Deals someone remembered to create |
| Setup | None | Done with us during the pilot — your IT registers one app | Varies — the step most small teams never finish |
| Data entry | A spreadsheet, if you keep it up | None — the quote is the record | Someone has to log the deal and keep it current |
| Follow-ups lined up | Two, usually, then it slips | All four, composed in full on a fixed schedule | However many the sequence was configured to send |
| Stops when they reply | Yes — you'd notice | Yes, immediately, before any AI runs | Usually, if the reply is matched to the right record |
| What it costs you | The deals you don't hear back about | $49–$300, whatever else you already run | Varies — typically per seat, plus the CRM |
NO SOCIAL PROOF YET
No customer quotes yet — and we're not going to invent any.
QuotLoop is early. What salespeople keep describing is the same thing: they know they should keep chasing a quote, they stop after a touch or two, and the deals that go quiet are never the ones they can name afterwards. That is what the product is built around. Real quotes will go here when there are real customers to quote.
Talk to usPRICING
Pick a tier, connect a mailbox.
Four tiers, billed monthly once self-serve billing opens. Pilot users lock in these rates.
PILOT QuotLoop is in pilot. These are the prices when self-serve billing opens — join now and you keep them. Right now joining is a conversation, not a checkout: we connect your mailbox with you and watch the first quotes go out together.
Solo
$49 /month
For one person selling alongside everything else they do.
- One salesperson
- Up to 25 quotes tracked a month
- Day 3 / 7 / 14 follow-ups, Day 21 escalation
- Reply detection and classification
- Full quote timeline
- Self-serve/community support
Starter
$100 /month
For one salesperson quoting steadily every week.
- One salesperson
- Up to 100 quotes tracked a month
- Day 3 / 7 / 14 follow-ups, Day 21 escalation
- Reply detection and classification
- Full quote timeline
- Email support
Most businesses choose this
Growth
$200 /month
The default. A small sales team, unlimited quotes.
- Up to 3 salespeople
- Unlimited quotes tracked
- Per-salesperson cadences and templates (planned)
- Reply detection and classification
- Full quote timeline
- Priority email support
Scale
$300 /month
For a sales team that needs a view across everyone.
- Up to 10 salespeople
- Unlimited quotes tracked
- Per-salesperson cadences and templates (planned)
- Manager view across the team (planned)
- Full quote timeline
- Priority support + onboarding call
FAQ
Questions
Does it email my customers automatically?
Not today — and when it does, not without your say-so. The follow-up loop is built and runs end to end: it works out when each touch is due and composes the actual message it would send, threaded onto the original quote. What it does not do yet is deliver. Sending is off by default and no follow-up has ever reached a customer on any deployment. Enabling it is a per-tenant switch, and either way the timing stays fixed code and the wording stays your template.
What stops it chasing someone who has already replied?
The moment a reply is matched to the quote thread, every pending follow-up for that quote is cancelled — and that happens before any AI is called. It is deterministic code, not a judgement. Chasing a customer who answered you yesterday is the single most damaging thing this kind of product can do, so it is guarded at the earliest possible point rather than left to a model to get right.
Can I edit what it says?
The wording is yours — the templates reference the real quote (the number, the value, the date it expires) rather than sending a contentless check-in, and we set them in your voice with you during pilot setup. There is no self-serve template editor in the dashboard yet; changes go through us until that ships.
Do I need a CRM?
No. QuotLoop works from the mailbox you already use. A quote is tracked because you sent it, not because somebody logged it — which is the step that usually fails. If you do run a CRM, QuotLoop sits alongside it rather than trying to replace it.
Does my quote data go to OpenAI or Anthropic?
No. The model that reads your mail is self-hosted, so the content of your quotes and your customers' replies is not sent to any third-party AI provider. Your data is not used to train any model either, ours or anyone else's. For a product that reads commercial negotiations, we think that is the only defensible arrangement.
What happens if it misreads a reply?
The classification is a proposal, not a verdict. Anything ambiguous or low-confidence goes to you rather than being acted on, and you can correct any classification — the correction and who made it are recorded. The one thing it does not need to get right to keep you safe is whether a reply arrived: that is matched deterministically, and it stops the chase regardless of what the reply turns out to say.
How long does setup take?
During the pilot we set it up with you rather than handing you a signup form. The one thing that needs your side: your IT registers an app in your Microsoft 365 tenant so QuotLoop can read the mailbox you send quotes from — a permission you can revoke at any time. After that it starts tracking the next quote that goes out. There is no sequence builder to fill in and no empty template library to populate.
Can I cancel anytime?
Yes. Billing will be monthly with no contract and no setup fee. During the pilot there is nothing to cancel, because there is nothing to pay — see the pricing section.
Rather ask a person?
WhatsApp reaches us directly and is usually the fastest answer. Email works too.