At Simple Estimate, we’re always working to make your quoting process more transparent and efficient. Our latest feature—Email Notification on Estimate Open—ensures you stay informed whenever a client or prospect views your estimate.
How It Works
When you create a shareable link for your estimate, you’ll now see an option to enable Email Notification on Estimate Open. Once activated, you’ll receive an email each time someone opens your estimate, giving you real-time insights into engagement.
Step-by-Step Guide
- Create a Share – Navigate to an estimate and generate a shareable link.
- Enable Notifications – Check the Email Notification on Estimate Open option.
- Receive Instant Alerts – Each time someone views your estimate, you’ll receive an email letting you know.
- Track Views in the Shares Tab – Along with email notifications, the Shares Tab logs the number of views, along with timestamps, so you can track engagement at a glance.
Video Demo
Why This Matters
- Instant Awareness – Know the moment a prospect engages with your estimate.
- Follow-Up at the Right Time – Reach out while your quote is top of mind.
- Better Insights – See how many times an estimate has been opened and viewed.
This small but powerful feature helps you stay in control of your sales process, making follow-ups more effective and timely.
Try it out today and take the guesswork out of client engagement!
🚀 Start using Email Notification on Estimate Open now in Simple Estimate!
