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For window, door and enclosure teams

Turn open quotes into a clear follow-up system.

Import the quotes you have already sent, see who needs attention today, and guide your team through approved, traceable follow-ups.

Free pilotChoose an access pack

By invitation · No card required

No automatic outreach. No invented attribution. Every action stays human-led.

Email sent. The follow-up stays traceable and the team knows what happens next.

Choose the channel. Nothing is sent without your confirmation.

Sample data
01

After the quote is sent

The quote is sent.The follow-up still needs an owner.

QuotixLab starts where estimating software usually stops: once a quote is already in the customer’s hands, when the next action can depend on memory, a spreadsheet, or whoever notices first.

See the operating gap

The operational gap

Open quotes should not live in three different places.

A spreadsheet can hold rows. A calendar can hold dates. A person can remember context. QuotixLab brings the follow-up decision into one accountable daily queue without replacing your estimating software or becoming a full CRM.

What one queue makes visible

  • Know which quote is due today and why.
  • Keep ownership visible across the showroom.
  • Stop future actions when a customer replies or opts out.

Three places become one queue.

The same open quotes, the same owners, one list that explains the next action.

  • Spreadsheet

    Rows without a next move

    Useful data, but ownership and timing stay scattered.

  • Memory

    “I think I was going to call them.”

    Context disappears when the follow-up owner is not explicit.

  • Calendar

    Dates without the whole story

    A reminder does not show replies, stop rules or recorded outcomes.

One accountable queue

Today’s attention

  • P1Reply recordedContext stays with the quoteReview response
  • P2Day 7 dueApproved follow-up dateReview draft
  • P2Day 3 dueOwner and reason visibleReview draft

How it works

Every open quote gets a clear next decision.

Preparation, activation, contact and reporting stay separate, so your team can see what happened and what still requires a person.

QuotixLab

Import quotes

Import existing quotes

Prepare first. Uploading a file activates nothing.

Drop CSV or XLSXCSV on every pack · XLSX on Growth and Team

Files are inspected before import.

Illustrative view of the workspace.

The daily operating view

A daily list that explains the next action.

The value is not another dashboard full of charts. It is an ordered workday: reason, owner, next action and the stop conditions that keep the queue honest.

01 · Priority

Today means today.

Replies and approved due dates rise into a single attention list.

P1Reply recordedResponse needs reviewOpen
P2Day 7 dueClarify questionsDraft
P2Day 3 dueConfirm receiptDraft
P3Day 14 dueClose the loopReview

02 · Ownership

“Who owns this?” stops being a meeting question.

Ownership stays visible across the showroom and in the quote history.

  • OwnerAssigned follow-up
  • ReviewerSees the draft
  • +2Also on the queue

03 · Stop rules

Replies change the next action.

Objections, losses and no-contact requests stop future pending actions instead of sitting beside them.

Pending follow-upNext action existsStopNo-contact requestFuture actions stop

The 3 / 7 / 14 rhythm

A repeatable cadence. Not an autopilot.

The cadence gives your team an organisational rule for when a quote may deserve attention. It is never permission to contact a customer, and every draft still needs a person to review it.

03

Confirm receipt

A short, editable draft for an approved channel, when the record is eligible.

Human review before contact

07

Clarify questions

Bring attention back to the decision without turning the workflow into a campaign.

Context stays with the quote

14

Close the loop

Ask whether the quote should stay open or be archived, then record the declared outcome.

Outcome remains traceable

The 3 / 7 / 14 cadence is an organisational rule. QuotixLab does not decide the legal basis for contacting someone and does not send commercial messages.

Human-led by design

The software organises.Your team decides.

The most important handoff in the product is not hidden. QuotixLab can prepare the work; the business remains responsible for customer contact and for recording what actually happened.

QuotixLab

Prepare the decision.

  • Organise the open-quote queue and the reason for its priority.
  • Surface owner, due date and stop-rule state.
  • Prepare an editable, localised follow-up draft.
  • Keep recorded actions and declared outcomes visible.

Your team

Make the contact decision.

  • Confirm whether the channel is permitted for that contact.
  • Review or edit the draft before using it.
  • Contact the customer through a channel the business controls.
  • Record the response, appointment, objection or declared outcome.

Pricing

One-time access packs. No public subscription.

Choose the capacity that matches your current quote volume. All packs include the same privacy and stop controls.

Starter

$149one-time

For one owner establishing a consistent routine.

  • 50 quote credits
  • Up to 1 user
  • Up to 1 location
  • CSV imports
  • Standard 3/7/14 templates
  • Basic reports

12 months of access

Choose an access pack
Recommended

Growth

$490one-time

For a showroom team managing several active cycles.

  • 250 quote credits
  • Up to 5 users
  • Up to 1 location
  • CSV and XLSX imports
  • Customisable templates
  • Advanced reports and exports

12 months of access

Choose an access pack

Team

$990one-time

For multi-location operations managing higher quote volume.

  • 750 quote credits
  • Up to 15 users
  • Up to 3 locations
  • CSV and XLSX imports
  • Human-reviewed follow-up workflow
  • Priority support

12 months of access

Choose an access pack

Prices are shown in EUR in the euro area and USD elsewhere. Your organization country determines its prices.

One credit activates one eligible quote.

Previewing, mapping, rejecting duplicates and viewing demo data use no credits. Re-importing the same quote does not silently spend another credit.

Designed for a specific reality

A focused tool is useful because it knows what it is not.

QuotixLab is for teams that already create quotes and need a consistent way to follow up on them. It is not a lead generator, an estimating system or a full CRM.

A good fit

  • Window, door or enclosure business with 3–15 people
  • At least 15 quotes each month
  • A reliable CSV export and one named follow-up owner
  • A team that wants customer contact to stay human-reviewed

Not the right fit

  • You need lead generation or automatic campaigns
  • You cannot document whether a contact channel is permitted
  • You want a complete CRM or technical estimating system

See the workflow before you put real quotes into it.

Request the invitation-only free pilot or explore the workspace with synthetic records.

Free pilot

By invitation · No card required

Participation is by invitation. QuotixLab organises follow-up and does not send commercial messages.