Capture
- Quick Capture from phone or computer
- Pre-quote opportunity tracking
- Optional quote amount until quoted
- Optional quote date until quoted
- Street Address 1
- Street Address 2
- City, State and ZIP
- Lead source
- Preferred contact method
- Priority
Quote follow-up built for real workdays
Turn More Quotes Into Closed Jobs.
Without letting follow-up fall through the cracks.
Your Quote Assistant™ gives businesses that sell by quote, estimate, bid, or proposal one focused place to capture opportunities, see what needs attention, handle common customer responses, and bring older quotes back into play.
- Capture new opportunities in seconds from your phone or computer.
- Know exactly which quotes and pre-quote leads need attention next.
- Use ready-to-adapt phone, text, and email responses when customers hesitate.
$149 regular price · Launch Special $99 · One-time purchase · 30-day money-back guarantee
Today
Your follow-up workspace
Follow Up Today12
Needs Attention7
New This Week4
Open Quote Value$47.5K
Thompson ResidenceNeeds site visit · not quoted yet
OpenDavis PropertyComparing quotes · due today
$8,400Wilson RemodelNo response · overdue 2 days
$12,750Illustrative sample workspace · fictional data
YQA10:26
QUICK CAPTURE
New opportunity
Maria Johnson
Kitchen remodel
Needs Site Visit
Save to Needs Attention
Different businesses. Same follow-up problem.Built for businesses that win work by quote, estimate, bid, or proposal.
Home Services
Contractors
Trades
Landscaping
Professional Services
Don’t buy on blind faith
See what you are buying before you pay for it.
This is a working product, not a PDF of sales scripts. Explore a public sample workspace with fictional data and see the major workflow before checkout.
Open18
Due now5
Pipeline$42K
Won$11K
Anderson KitchenComparing quotes · due today
$8,400Rivera RoofingNo response · overdue 2 days
$12,750CallTextEmailOpen Record
10:26 AM
Real workday scenario
You don’t need a full CRM while you’re standing in somebody’s driveway.
You need to capture the opportunity without stopping the job you are already doing. YQA’s Quick Capture keeps the first step intentionally short. Name. Phone. Job. Next step. Done.
Incoming call→Quick Capture→Needs Attention
- Quote amount can stay blank until a quote actually exists.
- Address and full customer details can be added later.
- Choose Needs Site Visit, Needs Measurements, Preparing Quote, Waiting on Customer and more.
- Nothing disappears just because you were busy when the call came in.
4:40 PM
End-of-day control
You sent six quotes this week. Who needs a follow-up tomorrow?
Stop trying to reconstruct your day from memory, texts, notebooks and email. The Today view brings due and overdue follow-ups together and keeps incomplete opportunities visible above the queue.
Today5 due now
Anderson KitchenComparing quotes · due today
$8,400Lewis HVACNeeds site visit · no quote yet
Needs AttentionRivera RoofingNo response · overdue 2 days
$12,750Customer says: “Your price is high.”
When the conversation gets uncomfortable
You know your work. You shouldn’t have to invent the follow-up language on the spot.
Quick Responses gives you situation-specific phone, text and email language for price concerns, comparison shopping, timing, “I need to think,” financing, no response and more.
PriceComparing QuotesNeeds to Think
TEXT RESPONSE“I understand. Before you decide, I just want to make sure the quote reflects what matters most to you. Is the concern the total price, timing, or something specific in the scope?”
67 days later
Quote Revival
The customer never said no. You just stopped talking.
Older quotes should not vanish just because new leads arrived. Filter opportunities by age, open the full history and use a restart message to bring worthwhile conversations back into play.
60+ DAYS
$18,200Oak Street Remodel
Last activity 67 days ago
Hi Chris — I was reviewing a few open projects and wanted to check back on the estimate we sent. Is this still something you’re considering?
Everything Your Quote Assistant does
One focused system for the work between “new lead” and “final outcome.”
YQA is deliberately narrow enough to use every day and deep enough to keep the full opportunity organized.
Organize
- Needs Attention queue
- Today follow-up queue
- Due and overdue follow-ups
- Full customer/opportunity record
- Job/service details
- Customer situation
- Next action
- Follow-up scheduling
- Notes
- Original quote link
Follow Up
- One-tap call links
- One-tap text links
- Email links
- Contacted Today workflow
- Activity history
- Won / Lost / Archive status
- Price-objection responses
- Comparison-shopping responses
- Timing responses
- No-response follow-up
Move & Reuse Data
- Import current quotes by CSV
- Downloadable CSV import template
- Export CRM-ready CSV
- Search all opportunities
- Filter active, won, lost and archived
- Quote Revival by age
- 30 / 60 / 90+ day filters
- Cloud sync across devices
- Company settings
- Follow-up defaults
Why YQA is different
It is not trying to replace everything you already use.
Keep your estimating software. Keep your accounting system. Keep your CRM if you love it. YQA focuses on the part many businesses still manage with memory, notes and scattered messages: what happens next with this opportunity?
Broad business softwareYour Quote Assistant
Built to manage many business functionsBuilt around quote follow-up
Often starts after full data entryCapture a lead before a quote exists
You configure the workflowNeeds Attention and Today are ready to work
Stores informationAlso gives you what to say next
Old opportunities can stay buriedQuote Revival brings them back
Migration can feel like a projectImport current quotes by CSV
Different businesses. Same follow-up problem.
Built for anyone who wins work by quote or estimate.
Capture service leads while you’re already on a job.
Keep site visits, estimates and follow-up from disappearing between calls.
Track bigger quotes with longer decision cycles.
Keep comparison shoppers, revisions and older open proposals visible.
Move from property visit to quote to follow-up.
Store job addresses, next actions and customer context in one record.
Keep estimates moving while the shop stays busy.
Follow up without searching through texts, paper notes or yesterday’s calls.
Manage proposals without adopting another giant platform.
Track customer situation, next action, follow-up date and outcome.
Turn follow-up discipline into a repeatable process.
See what needs attention instead of depending on whoever remembers first.
You already have quotes out there
Start with the opportunities you have now.
Download the YQA CSV template, paste in your current quote list and import it into the workspace. When you want your data elsewhere, export a CRM-ready CSV.
Import current quotesExport CRM-ready CSVYour data stays portable
current-quotes.csv
CustomerAmountNext Action
Anderson Kitchen$8,400Call Friday
Rivera Roofing$12,750Follow up
↓
30
DAYS
DAYS
Try it with less risk
30-Day Money-Back Guarantee
Use Your Quote Assistant in your real workflow. If it is not useful for managing your quote follow-up, request a refund within 30 calendar days of purchase.
The guarantee covers the purchase price. It does not guarantee revenue, sales or any other business result.
Your launch purchase does not require a monthly YQA subscription.
Improvements to the purchased YQA workspace are included. Optional future premium products or services may be offered separately.
Import existing quotes and export a CRM-ready CSV when you need your information elsewhere.
Launch Special
Put a real system behind the opportunities you already worked to earn.
One purchase gets you the YQA cloud workspace, quote follow-up tools, response library, import/export and launch customization.
- Cloud quote-follow-up workspace
- Quick Capture + Needs Attention
- Today follow-up queue
- Quick Responses for phone, text and email
- Quote Revival
- Full opportunity records
- CSV import and CRM-ready export
- Phone + computer access
- 30-day money-back guarantee
Regular price$149$99
Launch Special · one-time purchase
Get Your Quote AssistantTry the demo firstSecure checkout powered by Stripe.Questions before you buy
FAQ
Is YQA a CRM?
No. YQA is intentionally focused on opportunity capture, quote follow-up, response guidance and quote revival. It can complement a CRM rather than forcing you to replace one.
Can I use it before I have prepared a quote?
Yes. Quick Capture lets you save a new opportunity before an amount or quote date exists. It stays under Needs Attention until you handle the next step.
Can I import the quotes I already have?
Yes. YQA includes a CSV template and import function for current quotes.
Can I export my data to another CRM?
Yes. YQA can export a CRM-ready CSV. Direct one-click integrations with specific CRMs may be added based on customer demand.
Does YQA automatically text or email customers?
The current launch product keeps you in control of customer communication. It helps you know who to contact and what to say, then provides direct phone, text and email actions.
What happens after I purchase?
You receive access to the YQA workspace and the next-step instructions needed to complete your business setup and customization.
Is there a monthly fee?
No monthly YQA subscription is required for the launch product you purchase.
What is the refund policy?
Request a refund within 30 calendar days of purchase if YQA is not useful for managing your quote follow-up. See the Terms for details.
Are more sales guaranteed?
No. YQA helps organize and support follow-up, but results depend on your opportunities, pricing, offer, market and sales execution.
The quote is not the end of the sale.