Import Current Quotes
Download the YQA template, paste in your current opportunity list and import it.
YQA_Import_Template.csv
TRY THE WORKSPACE
Click around before you buy.
This simplified public demo shows the major YQA workflow without requiring an account.
Open18
Due now5
Pipeline$42,150
Won$11,300
TODAY
Follow up in one or two taps.
Due and overdue quotes rise to the top.
NEEDS ATTENTION
Opportunities that still need a next stepLewis HVACAC replacement · captured today
Needs Site VisitNot quoted yetAnderson KitchenKitchen remodel · Comparing quotes
Due today$8,400Rivera RoofingRoof replacement · No response
Overdue 2 days$12,750Bright DentalCommercial lighting · Timing
Due today$4,900NEEDS ATTENTION
Captured now. Finished later.
Pre-quote opportunities stay visible until you decide what happens next.
Lewis HVACPhone lead · AC replacement
Needs Site VisitNot quoted yetMonroe LandscapingReferral · backyard redesign
Needs MeasurementsNot quoted yetQUICK RESPONSES
When the customer catches you cold.
Choose the situation, then the channel.
Price
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?
ALL QUOTES
Your working opportunity list.
Open any sample record to see the full customer and follow-up context.
Anderson KitchenKitchen remodel · Referral
Comparing quotes$8,400Rivera RoofingRoof replacement · Google
No response$12,750Oak Street RemodelBath + kitchen · Website
67 days old$18,200Lewis HVACAC replacement · Phone lead
Needs Site VisitNot quoted yetQUOTE REVIVAL
Bring older opportunities back into play.
Filter by age and restart worthwhile conversations.
Oak Street RemodelLast activity 67 days ago
60+ days$18,200Greenview LandscapingLast activity 74 days ago
60+ days$6,750Suggested restart
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?
CallTextEmail
IMPORT / EXPORT
Bring current quotes in. Take your data out.
The production workspace includes CSV import and CRM-ready CSV export.
Export CRM CSV
Export customer, opportunity, address, quote, status and follow-up fields in a portable CSV.
YQA_CRM_Export_2026-08-13.csv