Find the money stuck in your quotes.
A private, mobile-friendly RFQ audit for small manufacturing shops. Import your quote list, identify neglected opportunities, generate follow-ups, and track outcomes—all without uploading customer records to a server.
| Customer / Job | Quote | Amount | Last contact | Stage | Actions |
|---|---|---|---|---|---|
| No quotes yet. Load sample data or import your own CSV. | |||||
“Follow-up due” is a deterministic age rule, not an AI sales prediction. Messages are drafted locally; nothing sends automatically. Activity is recorded only when you confirm an action happened.
- No recorded actions yet.
Use Export Activity CSV for your pilot scorecard. Export a full JSON backup to preserve activity history across devices or browser resets. Quotes CSV alone does not preserve history.
Add a quote manually
Owner's 10-minute daily rhythm
- Import current open quotes—or add them manually.
- Review the overdue queue; confirm that the quote is still relevant.
- Use Draft to prepare a follow-up; edit and send in your own email.
- Use Contacted only after you actually contact the customer.
- Mark every decided quote as Won or Lost; use History to inspect the event log.
- Review the new pilot evidence section and export Activity CSV; compare against baseline before claiming impact.
Pilot design: no login, no Supabase, no third-party AI, no email sending. Data stays in this browser's local storage. Clearing browser storage may erase it—export JSON backups regularly. Existing v1.0 and v1.1 data on this exact Pages domain is retained. CSV merges preserve logged history; JSON Restore and Load Sample replace records.