What gets tracked
Three events per sent quote:
- Viewed. First time the customer opens the portal link. Push to your phone, quote status moves from “Sent” to “Viewed.”
- Accepted. Customer taps accept. Push, quote moves to “Accepted,” ready to convert to an invoice with one tap.
- Declined. Customer taps decline, with a reason if they want to give one. Push so you can follow up or move on.
The quote detail screen always shows the current status, the timestamp of the first view, and a full event log of what's happened.
What the customer sees
An email with a link to a branded web page. No app, no login, no password. They see your quote with your logo and branding, plus two buttons: Accept or Decline.
The portal is built mobile-first, so it looks right on the kitchen tablet, the work laptop, or the phone at the school pickup. Same URL every time, so chase emails point back to the same living document.
Why it changes how you follow up
When you know the customer has just opened the quote, your follow-up timing gets sharp. A “just checking in” call five minutes after they've read it lands very differently to one three days later when it's gone cold.
You also find out the quiet bit: customers who never open the quote at all. Usually a bad email address, a spam filter, or someone who's already made up their mind. Either way, you stop chasing ghosts.
Paired with auto-chase, you get a full-cycle picture: who's seen the quote, who hasn't, who's been reminded, who's about to tip either way.
Privacy for the customer
We track the events that matter: opens, accepts, declines. No IP-level reading behaviour, no heatmaps, none of the pixel-tracking nonsense. The customer gets a professional portal; you get clear acceptance signals.
If your phone's been offline for a while, old notifications expire instead of piling up. You won't come back to a backlog of stale alerts.