For UK window, door and conservatory teams
Quotes sent. Next steps clear.
QuotixLab organises the follow-up of quotes your team has already sent: what needs attention today, who owns it, and what the next action should be. Free Pilot by invitation. 50 credits for 30 days, with no card and no automatic renewal.
Email sent. The follow-up stays traceable and the team knows what happens next.
Choose the channel. Nothing is sent without your confirmation.
The quote has gone out. Is the follow-up owned?
When open quotes live across spreadsheets, calendars and memory, it is easy to lose track of who should pick one up next. QuotixLab brings the work and context into one place.
Know which quote needs attention today
See which open quotes need attention and why. The next step starts from a shared daily queue instead of scattered reminders.
Ownership stays visible
The follow-up owner is clear to the team. If someone else picks up the quote, they can see who is responsible and what has already happened.
Keep the context with the quote
Record contacts, replies and declared outcomes in the same workspace. Before the next action, the team can see the history instead of reconstructing it.
From open quotes to a clear daily routine.
QuotixLab is not a CRM and it does not create quotes. Keep using the estimating or quoting software that already works for you; organise what happens after the quote is sent here.
Import quotes you have already sent
Start with a CSV, check the data and prepare the records. Importing, previewing and correcting data uses no credits: you choose which eligible quotes to activate.
Review the next action
Open the daily queue, check the context and review the editable draft. Your team decides whether a follow-up is appropriate and how to handle it.
Contact the customer yourself, then record the outcome
Every contact requires an explicit human action. Record what happened afterwards and stop future steps when the customer replies or asks not to be contacted.
Is the Pilot a fit for your team?
It is designed for businesses that already send quotes and want follow-up to become a clear responsibility rather than another loose task. It may fit if:
You send quotes regularly
You work with windows, doors or conservatories and send at least 15 quotes a month. You have open quotes that need a clear next action.
You can start from a CSV
You have a reliable export of quotes already sent. You do not need to replace the software you use to prepare them.
Someone owns the follow-up
A named person handles the next steps and records what happens. QuotixLab organises the work; your team keeps control of the customer relationship.
Try a clearer routine on your own open quotes.
Request the free Pilot with your name, work email and company. Access is by invitation after the request is reviewed. You do not need to upload any quote data in this form.
Tell us who you are and where quote follow-up is getting stuck. We review every request before issuing a private invitation.
50 recovery activation credits · up to 3 users · 1 location
Up to 30 days from activation, with no card and no automatic renewal.
Before you request the Pilot.
Do I need to replace my CRM or quoting software?
No. QuotixLab is not a CRM and it does not create quotes. It organises follow-up for quotes you have already sent. You can start from a CSV without a direct integration with your current system.
Does QuotixLab contact customers automatically?
No. You can review and edit drafts, but every customer contact requires an explicit action by a person on your team. QuotixLab does not send automatic campaigns or quote-chasing messages.
Does requesting the Pilot activate it straight away?
No. Every request is reviewed. If the Pilot is a fit, you receive a private invitation to activate it. The request does not create a subscription and does not require a payment card.
What do the 50 Pilot credits cover?
One credit is used when you explicitly activate an eligible quote for its first follow-up cycle. Importing, checking and correcting data uses no credits. Credits do not represent guaranteed sales.
What happens when the Pilot ends?
There is no automatic renewal. If you use all the credits, you can continue follow-ups already started and free operations until the original expiry date. After 30 days from activation, the workspace becomes read-only so you can review and export your data. You can buy an access pack if you want to continue.
Does QuotixLab guarantee more sales?
No. It helps organise priorities, ownership and next actions. Reports show activities and outcomes recorded by your team; they do not prove that a sale was caused by QuotixLab.
Does every open quote already have an owner and a next action?
If quote follow-up still depends on a spreadsheet, diary or memory, request the free Pilot and evaluate QuotixLab with your own quotes.