QuoteRescue

Features

Everything a small sales team needs to actually chase what they quoted.

QuoteRescue is a quotation recovery layer. Every feature exists to move a specific quotation forward — nothing about generic pipelines, invented AI, or decorative dashboards.

01

Spreadsheet import

Bring your existing quotation history in without rebuilding it. QuoteRescue reads the spreadsheets you already keep.

  • CSV and Excel upload with per-sheet selection
  • Column mapping wizard with alias auto-detection
  • Currency, phone, and date normalization
  • Server-side validation and duplicate handling
  • Review each row before it becomes a quotation
02

Recovery prioritization

Every open quotation gets a deterministic 0–100 Recovery Priority Score, so the team always knows what to work on next.

  • Score based on value, age, activity, and status
  • Plain-English 'Why this score?' explanation
  • Automatically recalculates when the quotation changes
  • Filter and sort the pipeline by score anywhere in the app
03

Daily queue

Each salesperson opens QuoteRescue to one clear list — sorted by score, one quotation at a time.

  • Personal queue scoped to each salesperson's own quotations
  • One-quotation-at-a-time focus with keyboard shortcuts
  • Skip, log outcome, or defer without losing your place
  • Managers can review the same queues without disturbing them
04

WhatsApp message creation

A guided composer that turns a quotation into a personalized WhatsApp message ready to send.

  • Reusable templates with safe variable substitution
  • Opt-out and consent awareness before every send
  • Phone number normalization for UAE and E.164 formats
  • Optional AI-assisted drafting, always reviewed by a human
  • One-click open in WhatsApp with outcome capture on return
05

Follow-up tracking

Every contact attempt is recorded so nothing is chased twice — or forgotten.

  • Unified activity timeline per quotation and per customer
  • Follow-up tasks with due dates, reminders, and overdue flags
  • Automatic status updates when outcomes are recorded
  • Last-contact and next-follow-up visible on every list
06

Revised quotation requests

Capture revision requests as first-class work items with owners, deadlines, and outcomes.

  • Log the reason, assign an owner, and set a due date
  • Track revision status through delivery
  • Update the quotation with the revised amount when ready
  • Dedicated Revisions dashboard with 'Assigned to me' view
07

Meetings

Schedule, complete, cancel, and reschedule meetings tied directly to the quotation they belong to.

  • Meeting types tailored per industry
  • Agenda, Today, Week, and Month views
  • Outcome capture that updates the quotation on completion
  • Full lifecycle controls from the quotation workspace
08

Loss reasons

Understand why quotations don't close, using categories you define yourself.

  • Customizable per-organization loss reasons
  • Drag-and-drop ordering and active/archived states
  • Captured every time a 'Lost' outcome is recorded
  • Loss Analysis dashboard with drill-down by reason
09

Management reporting

A Reports Center with the visualizations owners and managers actually use — and CSV export on every one.

  • Recovery analytics: recovered value and recovery rate over time
  • Pipeline status, aging, expiry, and customer engagement
  • Import quality and loss-reason breakdowns
  • Drill down from any chart to the underlying quotations
  • One-click CSV export for spreadsheets and finance
10

Team accountability

Visibility into whether salespeople are actually following up, without micromanaging.

  • Compliance dashboard restricted to owners and managers
  • Per-salesperson follow-up rates and outreach counts
  • Warnings for unassigned pipeline and inactive staff
  • Full audit trail on membership and organization changes

Ready to see it on your own quotations?

Book a demo and we'll walk through recovery on a spreadsheet you already have.