Quotation Maker with Online Accept and Follow-Ups
Quotation Maker with Online Accept and Follow-Ups is a quotation maker that builds line-item quotes with margins for a small service or product business. It replaces the word processor quote and the chase by email. Send a link that the customer accepts with a typed name, and the quote turns Accepted. Draft follow-ups help you chase quiet quotes. Clone it free and start with sample data.
Quotation Maker with Online Accept and Follow-Ups is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 6 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 6 projects, 1 AI agent, 6 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Quote Helper. Its automations include Customer accepts a quote, Customer opens a quote and Monday expiring quotes and win rate.
by @taskade
What you can do with Quotation Maker with Online Accept and Follow-Ups
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Quotation Maker with Online Accept and Follow-Ups works
- Customer accepts a quote: when a customer answers on the quote page, then Read the response and Find the quote with this link.
- Customer opens a quote: when a customer answers on the quote page, then Read the response and Find the quote with this link.
- Monday expiring quotes and win rate: when Every Monday at 8:00 AM, then Find the "Owner email" setting and Read the "Owner email" setting.
Built with Taskade Genesis
- Category: Tools
- AI agents: Quote Helper
- Automations: Customer accepts a quote, Customer opens a quote, Monday expiring quotes and win rate
- Workspace: 6 projects, 1 AI agent, 6 automations