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
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Quotes
No results
| Quote | Subject | Customer | Deadline | Status | Actions |
|---|---|---|---|---|---|
| A0001 | Photography | Müller, Max | 27.02.2026 | Sent | |
| A0002 | Website Redesign | Acme Corp | 20.02.2026 | Accepted | |
| A0003 | Logo Design | StartupX GmbH | 15.03.2026 | Read | |
| A0004 | Product photography | Muster AG | 10.03.2026 | Declined | |
| A0005 | Social media package | Nova Design GmbH | 05.04.2026 | Sent | |
| A0006 | Brand identity design | Brandt & Partner | 18.04.2026 | Read | |
| A0007 | Annual report layout | Globex AG | 30.04.2026 | Accepted | |
| A0008 | Annual report layout | Hammer UG | 30.04.2026 | Accepted | |
| No results | |||||
8 entries
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 08:43by Max Müller
Please also add a quote for 2 short video clips.
Question
11.02.2026 12:17by Max Müller
Could you also provide the final export in WebP?
| Notification | Date |
|---|---|
| Notification about new quote | 10.02.2026 |
| Reminder about quote | 14.02.2026 |
- 1.2 MB
A0001-Quote.pdf
- 420 KB
Scope-of-work.pdf
- 180 KB
Terms-and-conditions.pdf
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
| Quote | Subject | Status | Visibility |
|---|---|---|---|
| A-2026-014 | Photography | Declined | Public |
| A-2026-015 | Website redesign | Accepted | Private |
| A-2026-016 | IT consulting | Read | Private |
General information
A-2026-014 · Photography
- 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
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
| Name | Type | Size | Uploaded on | Actions |
|---|---|---|---|---|
| A-58736.pdf | application/pdf | 0.736 MB | 10.02.2026 | |
Response sent
The sender has been informed about your decision.
Reply to quote
This is not a screenshot. The actual view may differ.
Upload quote
Add your usual self-created PDF file, for example, just like an attachment.
Fill in information
Add title, recipient email address, and if needed quote number, description, and a deadline.
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.
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.
Starter
Perfect for freelancers and solo professionals
- ✓ Up to 15 quotes/month
- ✓ 250MB storage for attachments
- ✓ Track quotes
- ✓ Automatic reminders
- ✓ Email notifications
- ✓ Email support
* Savings vs. equivalent quote volume at Starter rate (Starter price ÷ Starter quote limit × plan's included quotes).
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.