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Quote follow-up

Script that reads your proposals list and shows today's contacts, with a message and WhatsApp link.

Quote follow-up

The program reads a proposals spreadsheet and shows which ones need contact based on date and stage, with a ready message. The link opens WhatsApp with the text. Nothing is sent automatically: you review first.

What you get

  • List of today's contacts
  • 3 stages with adjustable timing
  • Link that opens WhatsApp with the text
  • Nothing is sent automatically

Product video (Portuguese narration)

Preview

List created by the program with fictitious data
List created by the program with fictitious data
User guide
User guide

Who it's for

  • You send many proposals per month
  • You track everything in a spreadsheet
  • You want a simple routine without a CRM

Send us one drawing

We return a review with issues found, suggested fixes and a fixed-price scope. Free, under NDA if you need one.