Centralize
Create the quote record and add the customer, amount, status and next action.
A complete workflow, without losing control
Keep the current version
Attach a PDF or DOCX up to 10 MB, add new versions and identify the current one.
Follow up with control
When the due date arrives, a visible alert appears and Elixmail drafts a message you can edit.
Stop at the right time
You decide when to send. Once a reply is detected, the pending follow-up is cancelled.
A complete workflow, without losing control
The module complements Elixmail email, CRM, pipeline and attachment tracking. It does not replace your judgement: the user remains in control of the current file and every send action.
Fewer missed tasks
Due dates remain visible in the module and inbox.
Fewer mistakes
The current file is clearly separated from older versions.
More context
The quote, customer, message and reply remain connected.
Human approval
No suggested message is sent without your review.
Frequently asked questions
Can I attach a quote?
Yes. The module accepts a PDF or DOCX file up to 10 MB and keeps its versions.
Is the follow-up sent automatically?
No. Elixmail suggests a contextual message; the user reviews, edits and decides when to send it.
What happens when the customer replies?
The pending follow-up is cancelled to avoid an unnecessary or awkward message.
Are records shared between accounts?
No. Quotes and follow-ups are isolated per user.