MMD Solutions Quote Follow-up

Solutions Hub documentation · Sales

Quote Follow-up guide.

Give every quote a clear next step.

Open Quote Follow-up

One clear goal

Give an existing quote a clear decision and follow-up record. Use it alongside the document or quoting tool you already use.

Step by step

  1. Create a record with the client, quote reference, total amount, currency, scope and decision date.

  2. Optionally add an HTTPS link to the original quote. Check the scope and terms carefully.

  3. Save and confirm the details to create the private client decision link. Shared terms are fixed.

  4. Share the link, or start up to three approved email nudges.

  5. The client enters their name and accepts, declines, asks a question or stops reminders. Their response pauses the sequence.

  6. Review the dated activity. Create a new record if the commercial terms change; export or archive the old one.

Workspace screenshot

Quote Follow-up workspace with fictional demonstration data

Fictional example. Each tool has its own records and subscription.

What your client sees

Private client response page using fictional demonstration data

Limits and expectations

This tracks a quote; it does not generate a full proposal document, collect a deposit or read your inbox. Client names are entered by the recipient, not independently identity-verified. Up to 100 active records. Email and phone replies require manual pausing.

Account and subscription

  1. Create a Hub account and confirm your email.
  2. Subscribe to this specific tool using the same email at checkout.
  3. Enter the receipt's licence key on this tool's Subscription page.

Each tool is purchased separately. Manage renewals and cancellation with your subscription provider. Use your stored-data page to export, download attachments where applicable, or delete records, including after cancellation.

View this tool's subscription