Keep every quote conversation in one place
Your client asks about the oak worktop right next to it on the quote, and you answer there too. No more digging through emails, WhatsApp and notes from phone calls.
The question sits next to the quote
Every comment is attached to the quote it's about, so you don't have to search your inbox for what the client asked.
Reply, update, done
Answer the question, change the quote, and your client looks at the new version on the same link.
Don't miss a message
You get an email when a client leaves a comment, and unread messages stand out in your dashboard.
How it works
- 1
Your client opens the quote and asks a question.
- 2
You get an email and reply from your dashboard.
- 3
If needed you change the quote, your client checks it and approves.
Frequently asked questions
Does my client need an account to comment?
No. They comment straight from the quote link, without an account or a password.
Is the conversation saved?
Yes. The whole conversation stays on the quote, next to its timeline, so you can always look back at what was agreed.
Is my client notified when I reply?
Yes. Your client gets an email with your answer and a link back to the quote.
Related features
All features
Know when it's been opened
Send the quote from Offinal and see when your client opens it, and how often. Follow up while it's still fresh, not a week later.
Learn more
Signed on the spot
Your client draws their signature on the quote, on a phone or a laptop. You get a message, and the signed version is saved.
Learn more
Show what they're paying for
Add a photo, a short explanation or a video to any line. Your client taps it and sees what "premium finish" actually looks like.
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Read articleTry it on your next quote
Start from an example for your kind of work and send it today. No credit card needed.
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