What's New in Quotie

Build custom automations that trigger when quotes are sent, and send emails natively from Gmail or Outlook with CC/BCC and reply tracking.

• —Automation builder with module-grouped actions (GHL, Quotie, Webhook, HTTP)
• —Native Gmail and Outlook email sending from your own address
• —CC/BCC support with per-send overrides
• —Reply tracking — client responses appear in Quotie
• —Rich text email editor with merge variables

A dedicated follow-up dashboard that surfaces every outstanding quote ranked by urgency, plus real-time bell notifications.

• —Urgency-sorted follow-up view: overdue, due today, upcoming
• —Reschedule tracking with ordinal badges (1st, 2nd, 3rd follow-up)
• —Send history and notes on every quote group
• —Bell icon notifications with real-time updates
• —Daily digest email notifications

Two-way sync with GoHighLevel and one-click job creation in ServiceM8 when a quote is accepted.

• —GoHighLevel contact sync — creates/updates contacts on quote send
• —GoHighLevel opportunity pipeline sync — moves opportunity stage on quote status change
• —ServiceM8 job creation triggered automatically on quote acceptance
• —Integration settings page with per-integration connection status
• —Webhook log viewer for debugging automation triggers

A batch of performance improvements and bug fixes based on customer reports.

• —Fixed quote list not refreshing after a status change without page reload
• —Resolved PDF generation timeout for quotes with large image attachments
• —Fixed template conditional logic not evaluating correctly for nested conditions
• —Improved calendar event loading speed by 40%
• —Fixed mobile keyboard pushing form fields offscreen on iOS 18

A complete platform rebuild with a new design system, faster performance, and a revamped quoting engine that supports complex multi-variable pricing.

• —New design system with three themes (light, moderate, dark)
• —Completely rewritten quote engine with matrix pricing support
• —Follow-up dashboard with urgency scoring and one-click actions
• —Contacts CRM with full quote and job history
• —Calendar and scheduling module
• —Role-based access control with admin view-as functionality
• —Real-time notifications and daily digest emails