Automated Quoting & Follow-Up

How It Works

When a lead comes in — via phone, form, or chatbot — BotMate triggers a quoting workflow. Depending on your process, this might auto-generate a quote from job parameters, or it might draft a quote for you to review and send in one click. Either way, it goes out fast.

After the quote is sent, a follow-up sequence kicks in automatically. Day 2: a gentle nudge. Day 5: a "still interested?" message. Day 10: a final offer. Most businesses close 30-40% more quotes just by following up consistently.

What You Get

• Quote generation from job intake data (integrated with your system or custom form)
• One-click send or fully automated dispatch
• Automated follow-up sequence (timing and copy you control)
• Quote status tracking — sent, opened, accepted, declined
• Win/loss reporting by job type, lead source, and follow-up stage
• Integration with common job management platforms (ServiceM8, Tradify, etc.)
• Escalation alert when a quote is about to expire

The Numbers