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Feature Spotlight: Quote Opened Notification

In the fast-paced world of sales, timing is everything. Knowing exactly when a prospect is looking at your quote can significantly increase your chances of closing a deal. Quoter’s Quote Opened Notification feature is designed to put this crucial information at your fingertips, allowing for timely follow-ups that could be the difference between a deal won or lost.

email notification setting for opened quotes
Find this setting under Account > Users > Edit User

Why did we build this?

1. Real-Time Engagement Tracking

When a prospect opens your quote, it’s a strong indicator of interest. Our Quote Opened Notification leverages this moment by alerting you in real-time. This notification isn’t just a simple alert; it’s a signal that your prospect is currently engaged with your proposal, thinking about your offer, and possibly ready to make a decision. By receiving an immediate email notification, you are perfectly positioned to take action at this critical juncture.

2. Strategic Follow-Ups

The timing of your follow-up can dramatically influence the outcome of your deal. With the Quote Opened Notification, you can contact your prospect right when your quote is top of mind. This prompt response shows your attentiveness and customer-centric approach, factors that can significantly sway a prospect’s decision-making process in your favor.

3. Enhanced Customer Connection

This feature allows you to connect with your customers in a more meaningful way. By reaching out while the details of the quote are fresh in their minds, you can address any questions or concerns immediately, facilitate discussions, and help guide them toward a decision. This level of proactive customer service demonstrates your commitment to their needs and can help build a stronger, more trusting relationship.

4. Streamlined Sales Process

Knowing when your quote has been opened also helps streamline your sales process. Instead of waiting and wondering when to follow up, you can act precisely at the right moment, reducing the time spent in limbo and accelerating the sales cycle. This efficiency not only improves your productivity but also enhances the overall customer experience, as prospects are not left waiting for responses.

5. Detailed Interaction Insights

Beyond the initial notification, Quoter’s Email Tracking provides you with a detailed history of how your prospect interacts with the quote. This insight can help you tailor your follow-ups based on how engaged the prospect is, what parts of the quote they may be focusing on, and their overall interest level. Such analytics are invaluable for refining your sales tactics and understanding customer behaviors.


Quoter’s Quote Opened Notification feature is more than just a convenience—it’s a strategic tool that can significantly boost your chances of closing deals. By enabling notifications, you arm yourself with the ability to engage prospects at the moment they show peak interest, enhancing your responsiveness and potentially reducing the sales cycle length. In today’s competitive market, being able to act swiftly and smartly can make all the difference in achieving sales success. Login to your Quoter account to enable this feature, or book your demo of Quoter today to get started.

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