Professional Quote Management That Closes More Deals

Create stunning quotes in seconds, automate follow-ups across SMS, Email & WhatsApp, track payments, and watch your conversion rates soar. Everything you need to look professional and win more business.

Live Demo
nextevent.app/quotes
1/6 Quote Dashboard
Dashboard
Customers
Events
Invoices
Tasks 3
Quote Management
0
Total Quotes
0
Sent
0
Approved
0
Pending
CustomerDateAmountStatusAction
Sarah JohnsonQT-2024-0847
Dec 28, 2024
Rs. 245,000
Sent
Mike ChenQT-2024-0846
Dec 27, 2024
Rs. 118,000
Approved
Emma WilsonQT-2024-0845
Dec 26, 2024
Rs. 310,000
Draft
Create New Quote
Draft
Product/ServiceQtyUnit PriceTotal
Full Day Photography1Rs. 125,000Rs. 125,000
Videography Package1Rs. 85,000Rs. 85,000
Premium Photo Album1Rs. 35,000Rs. 35,000
Subtotal:Rs. 245,000
Discount:- Rs. 0
Total:Rs. 0
Send Quote #QT-2024-0848

Choose how to send to Sarah Johnson

Send WhatsApp+94 77 123 4567
Send SMS+94 77 123 4567
Schedule Follow-up
QT-2024-0848
1 hour before
15 min before
Quote Approved!

Sarah Johnson approved the quote

Quote NumberQT-2024-0848
CustomerSarah Johnson
Event DateFeb 14, 2025
Total AmountRs. 245,000
Quote #QT-2024-0848
Total Amount:Rs. 245,000
Paid Amount:Rs. 100,000
Remaining:Rs. 145,000
Payment Details

47%

Increase in Quote Acceptance

3x

Faster Response Times

68%

Follow-up Success Rate

5hrs

Saved Per Week on Average

Everything You Need to Create Winning Quotes

From creation to payment, manage your entire quotation workflow in one powerful platform.

Easy Quote Builder

Create professional quotes quickly with our simple form-based builder. Select customers, add products from your catalog, apply discounts, and generate quotes ready to send in minutes.

Multi-Channel Delivery

Send quotes instantly via Email, SMS, or WhatsApp. Attach PDF copies or shareable links. Let your clients view quotes on any device, anytime, anywhere.

Smart Follow-up Reminders

Never lose a deal to forgotten follow-ups. Schedule automatic reminders, track client engagement, and get notified when quotes are viewed or about to expire.

Follow-up Calendar

Visual calendar view of all pending follow-ups. Plan your day efficiently, never miss a callback, and prioritize hot leads that need immediate attention.

Payment Tracking

Track advance payments, partial payments, and balances. Send payment reminders automatically. Know exactly where each quote stands financially at a glance.

Quote Analytics

Understand what works. Track open rates, response times, conversion rates, and identify patterns. Make data-driven decisions to improve your close rate.

From Quote to Payment in 4 Simple Steps

A streamlined workflow that saves time and wins more business.

1

Create Quotes Easily

Build quotes quickly with our simple form-based system. Select a customer, pick products from your catalog, and generate professional quotes ready to send.

  • Select from product catalogs
  • Auto-calculate totals & taxes
  • Add notes & terms
  • Set validity period
New Quote QT-2024-0848
Sarah Johnson
Wedding Photography
Full Day PhotographyRs. 125,000
Videography PackageRs. 85,000
Photo AlbumRs. 35,000
Total Rs. 245,000
2

Send via Multiple Channels

Reach your clients wherever they are. Send quotes through their preferred channel with professional attachments or trackable links.

  • Email with PDF attachment
  • SMS with quote link
  • WhatsApp with rich preview
  • Track delivery & opens
Send Quote QT-2024-0848

Choose delivery method:

Send Email
Send WhatsApp
Send SMS
3

Schedule Follow-ups

Never miss a follow-up. Schedule reminders with your preferred contact method. Get notified before each follow-up to stay on top of your quotes.

  • Schedule follow-up calls
  • Set reminder notifications
  • Choose reminder method
  • Follow-up calendar view
Schedule Follow-up QT-2024-0848
Quote Reminder
Medium
Dec 30, 2024
09:00 AM
Reminder: 1 hour before via SMS
4

Track Payments

From quote acceptance to final payment. Track advances, partial payments, and outstanding balances. Send payment reminders and maintain complete financial history.

  • Record advance payments
  • Track payment status
  • Multiple payment methods
  • Generate receipts
Add Payment QT-2024-0848
Total Amount: Rs. 245,000
Paid Amount: Rs. 100,000
Remaining: Rs. 145,000
Cash
145,000

Reach Clients on Their Preferred Channel

Professional communication across Email, SMS, and WhatsApp builds trust and gets faster responses.

Email

Send beautifully formatted emails with PDF attachments. Professional templates that represent your brand.

  • Branded email templates
  • PDF quote attachment
  • Open & click tracking
  • Auto follow-up sequences

SMS

Instant delivery with 98% open rate. Perfect for quick reminders and time-sensitive quotes.

  • Instant delivery
  • Trackable short links
  • Delivery confirmation
  • Scheduled messages

WhatsApp

Connect on the world's most popular messaging platform. Rich previews and instant two-way communication.

  • Rich message previews
  • PDF & link sharing
  • Read receipts
  • Quick reply templates

Transform Your Quote-to-Cash Process

Businesses that follow up consistently close 80% more deals. NextEvent automates this for you.

Win More Deals

Automated follow-ups ensure no opportunity falls through the cracks. Studies show 80% of sales require 5+ follow-ups.

Look Professional

Branded quotes, automated communications, and timely follow-ups project a polished, enterprise image to your clients.

Save Hours Every Week

Stop manually tracking quotes and sending reminders. Automation handles the repetitive work while you focus on what matters.

Data-Driven Insights

Understand your conversion funnel. Know which services sell, which follow-up times work best, and where deals get stuck.

47%

Higher conversion rate with consistent follow-ups

3x

Faster client response when using multi-channel

92%

Customer satisfaction with professional quotes

5hrs

Average time saved per week on admin tasks

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Today's Follow-ups
Call Sarah Johnson Quote #QT-0847 - Wedding Package
10:00 AM
Email Michael Chen Quote #QT-0839 - Corporate Event
2:00 PM

Never Miss a Follow-up Again

Your dedicated follow-up calendar keeps all pending quotes organized. See at a glance which clients need attention, schedule callbacks, and prioritize hot leads.

Visual Overview

See all follow-ups at a glance. Color-coded by priority and type.

Smart Reminders

Get notified before scheduled follow-ups. Never forget a callback.

Hot Lead Priority

Identify and prioritize quotes with highest conversion potential.

Sync Everywhere

Access your calendar from any device. Sync with Google Calendar.

Ready to Win More Deals?

Start your 14-day free trial today. No credit card required. Experience how professional quote management can transform your business.

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