Track & Follow Up Quotes Automatically

Simply upload your quote as a PDF and we take care of the rest. Your clients are automatically notified and reminded by email. You can see in real time when your quote is opened and how your client responds. For freelancers and businesses that want to save time and win more projects.

No credit card required • Cancel anytime, effective end of period

Interactive demo

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Quotes

Customer Müller, Max
Deadline 27.02.2026
Actions

8 entries

1 / 2
A0001 — Photography
Sent

General

Customer
Müller, Max
Created
10.02.2026
Deadline
27.02.2026
Visibility
Public
Attachments (3)
A0001-Quote.pdf

Tracking

  • Sent

    10.02.2026 09:14

  • Read

    10.02.2026 11:57

  • Accepted

Change request

11.02.2026 08:43

by Max Müller

Please also add a quote for 2 short video clips.

Question

11.02.2026 12:17

by Max Müller

Could you also provide the final export in WebP?

Next notification on 18.02.2026
Notification Date
Notification about new quote 10.02.2026
Reminder about quote 14.02.2026
  • A0001-Quote.pdf

    1.2 MB
  • Scope-of-work.pdf

    420 KB
  • Terms-and-conditions.pdf

    180 KB

The problem

Quotes are simply forgotten

Companies and self-employed professionals often lose deals because they are simply forgotten.

Quotes get buried

Quotes disappear in inboxes, are overlooked, or opened too late.

No read confirmation

Companies and self-employed professionals do not know whether a quote has been opened and read.

Manual follow-up

The manual follow-up process is time-consuming, demanding, and unclear.

No quote insights

Important quote insights are missing, especially for declines and lost deals.

The solution

Send and track quotes with Fakturion

Send quotes as interactive links with full transparency, automatic reminders, and clear insights for faster decisions.

Quote overview in Fakturion

Status, timeline, and communication in one view

Example

General information

A-2026-014 · Photography

Declined
Recipient
Ms. Mueller
Deadline
27.02.2026
Attachments
1 file (PDF)
Visibility
Public

Message

Dear Ms. Mueller, attached you will find our quote for the photo shoot. If you have any questions, please feel free to contact us at any time.

Reason for decline

Budget is currently not approved. Please offer an alternative package.

Change request

Please also add a quote for 2 short video clips.

Timeline

  • Sent

    10.02.2026 09:14

  • Opened

    10.02.2026 11:57

  • Replied

    10.02.2026 13:22

Email notifications

  • To sender

    Recipient replied to the quote.

    10.02.2026 13:22

  • To recipient

    Automatic reminder for the open quote was sent.

    17.02.2026 09:00

Public means: anyone with the link can open the quote.

This is not a screenshot. The actual view may differ.

Digital quote links instead of attachments

Quotes no longer get buried in inboxes because they are sent as a clearly structured, mobile-friendly link. Recipients open them faster, can read them more easily, and interact directly.

Real-time transparency for every client action

You see when a quote was opened, how often, and which sections are most relevant. This tells you immediately whether there is real interest or whether you should follow up.

Automatic follow-ups instead of manual chasing

The web app automatically reminds your clients about pending decisions. You save time, avoid uncomfortable follow-up calls, and increase your close rate.

Clear insights into declines and success rates

You get an overview of accepted, declined, and untouched quotes, including reasons for declines. This helps you spot patterns, optimize your quotes, and make better decisions.

The features

Everything you need to send and track quotes

Upload documents, share a link, and always stay up to date.

Upload quote

Add PDFs and other files. No templates needed - simply upload your usual quotes as PDF.

Share as a trackable link

A quote is sent to your client as a trackable link by email - your client sees everything in one place.

Real-time tracking

As soon as your client opens and responds to the quote, you are notified by email. No more guessing whether it arrived.

Clients reply directly

Clients can accept, decline, or request a change directly via the link. No more back-and-forth emails.

Email notifications

Your clients are automatically notified and reminded. You are notified when your client responds to the quote. Stay up to date.

Complete history and audit trail

Every open, reply, and action is logged with a timestamp. Clear traceability for every quote.

The process

How it works

Four simple steps - from upload to decision

Inbox

New quote notification

Example

Quote for you from Photography Meyer

Photography

Dear Ms. Mueller,

we are pleased to present you our offer in the field of photography. For further information or questions, we are happy to assist you.

Kind regards

Photography Meyer

Deadline

27.02.2026

Attachments (1)

A-58736.pdf

application/pdf 0.736 MB

This is not a screenshot. The actual view may differ.

1

Upload quote

Add your usual self-created PDF file, for example, just like an attachment.

2

Fill in information

Add title, recipient email address, and if needed quote number, description, and a deadline.

3

Send trackable quote by email

One click creates a unique, secure link for your quote. Your client receives a professional notification email with everything in one place and a trackable link to your quote.

4

Track and receive response

See when your client opens the quote. The client can accept, decline, or request changes - you are notified by email.

Start today to convert more quotes into projects.

One additional project and the monthly fee is paid off

Choose the plan that fits your business.

This service is offered exclusively to businesses and professionals acting in a commercial or self-employed capacity ("Unternehmer" within the meaning of § 14 German Civil Code). Use by consumers (§ 13 BGB) is excluded. All prices are exclusive of applicable VAT.

Save 20%

Starter

from €19
/mo., billed yearly (excl. VAT)
€1.27 / quote (at 15 quotes)

Perfect for freelancers and solo professionals

  • Up to 15 quotes/month
  • 250MB storage for attachments
  • Track quotes
  • Automatic reminders
  • Email notifications
  • Email support
Get started now
Most popular option

Professional

from €49
/mo., billed yearly (excl. VAT)
€0.82 / quote (at 60 quotes)
Save €27.00/month*

For small teams and growing businesses

  • Up to 60 quotes/month
  • 1GB storage for attachments
  • Track quotes
  • Automatic reminders
  • Email notifications
  • Email support
Get started now

Business

from €99
/mo., billed yearly (excl. VAT)
€0.50 / quote (at 200 quotes)
Save €154.00/month*

For teams and agencies

  • Up to 200 quotes/month
  • 4GB storage for attachments
  • Track quotes
  • Automatic reminders
  • Email notifications
  • Email support
Get started now

* Savings vs. equivalent quote volume at Starter rate (Starter price ÷ Starter quote limit × plan's included quotes).

Enterprise

For large organizations with specific requirements

  • Custom quotes/month
  • Track quotes
  • Automatic reminders
  • Email notifications
  • Live support

What is included in every plan?

File uploads

Upload PDFs and files - your client sees everything in one place

Quote tracking

See when quotes were read

Receive responses

Receive client responses directly in the tool

Email notifications

Your client receives email notifications about new quotes

Email responses

You receive email responses when your client has reacted

Automatic reminders

Your client receives automatic reminders if they haven't responded to your quote yet

Frequently asked questions

Everything you should know before sending your next quote with Fakturion.

No. You simply upload your existing PDF or files and send everything as a clean, trackable link.

Yes. You get real-time transparency as soon as a quote is opened and when your client responds.

Clients can accept, decline, or request changes directly via the quote link, without email back-and-forth.

Yes. Fakturion sends automatic reminders for open quotes so you do not have to follow up manually.

Yes. Quote links are secure and encrypted, so you can share quote details with confidence. Quotes can only be accessed via the link when your visibility is set to Public (Link). In addition, your recipient must enter the first three letters of their email address to access the quote details. This prevents unauthorized people from simply opening quote links.

Yes. You can track quote status and client activity on any device, including your smartphone.

Never be forgotten again

Start now and turn your quotes into projects - with full transparency and without manual follow-up.

No credit card required • Cancel anytime, effective end of period