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Step by Step Guide
Every forgotten quote is lost revenue. SyncQuote keeps your pipeline alive with consistent follow-ups that turn bids into paydays.
Step 1 - Quote your lead
You send your customer a professional quote — just like you normally would. No change to your sales process.
Step 2 - Send your Quote to SyncQuote
Simply CC, BCC, or forward your quote to SyncQuote. We’ll take it from there — easy & hands-off for you.
Step 3 - SyncQuote Goes to Work
Our team follows up on your behalf professionally and systematically. We make sure no lead slips through the cracks.
Step 4 - Track & Report
Every touchpoint is logged and reported back to you. You’ll see which leads are warm, who’s unresponsive, and where deals are moving.
Step 5 - Deal Closed
With consistent, professional follow-up, you’ll close more jobs without adding extra work to your plate.
SyncQuote Promise
Your trade is the work. Our trade is the follow-up. With SyncQuote, your quotes won’t just sit in inboxes—they’ll turn into revenue.
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