See when your client opens the quote

Send a link instead of a PDF attachment. You see when your client opens it and when they come back, so you call while it's fresh, not a week later.

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To[email protected]
SubjectYour quote from Northwind Studio
Quote Q-1042 →
Send quote
  1. Sent--:--
  2. Delivered--:--
  3. Opened--:--
  4. Viewed 3×--:--
Anna opened your quote

Call at the right moment

A client who opens your quote for the third time is thinking about it. That's a good time to pick up the phone, instead of guessing.

No attachments to lose

Your client gets an email with one link to the latest version, not a PDF that's out of date as soon as you change a line.

The whole story on one page

Every send, view, comment, approval and decline is listed on the quote, so you know where each job stands.

How it works

  1. 1

    Send the quote from Offinal to your client's email address.

  2. 2

    Your client opens the link and you see the visit on the quote.

  3. 3

    Follow up when it makes sense, with everything that happened in front of you.

Frequently asked questions

How does quote tracking work?

Every quote has its own private link. When your client opens it, the visit shows up on the quote's timeline and in your dashboard.

Can I see how often a quote was viewed?

Yes. Offinal counts the views on every quote, so you can see if a client keeps coming back to it.

Can I still send a PDF?

Yes, you can download a PDF of any quote. But with a link you see when it's opened, and your client always sees the latest version.

Related features

Questions next to the line

Your client asks about the oak worktop right where it's listed. You answer there too, instead of searching through emails and WhatsApp.

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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

One link for every prospect

Put your standard offer on a page and share the link on your website or in a message. When someone picks options and accepts, it becomes a quote with their details filled in.

Learn more

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Try 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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