What's New in Quotie

Every quote email can now include a hosted, branded quote page. Clients view all options online and accept & digitally sign right there — no download required.

• —Hosted branded quote page per email — clients view all options online
• —Digital signature pad — client signs on the page, certificate stamped into the PDF
• —View & download tracking on the hosted quote page
• —Decline-with-reason handling — clients can decline and leave a note
• —New automation triggers: quote_viewed, quote_signed, quote_declined

A major upgrade to the automation engine — job event triggers, multi-trigger workflows, AND/OR condition groups, wait and filter steps — plus a redesigned Emails page.

• —Job event triggers: created, status change, column change, scheduled, task completed
• —Multi-trigger workflows — one automation can respond to several events
• —AND/OR condition groups for precise automation logic
• —Wait steps (duration or until-date, business-hours aware) and filter steps
• —New GHL actions: create contact, add note, add tag, update opportunity
• —Redesigned Emails page — full two-way inbox sync, threaded conversations, CC/BCC + attachments

Road day planning, a pre-quote callback pipeline, and profit analytics — three new modules shipped together.

• —Site Visits — scan GHL calendar for booked visits, drag-to-order stops, travel-time routing
• —Booking summaries and one-click create quote from a visit
• —Callback Leads pipeline — GHL webhook ingestion, call attempt tracking, timed reminders
• —Auto-graduation from callback lead to a full quote
• —Profit tracking — per-company formulas, margin trends, profit-by-rep, per-deal breakdowns
• —Full contact inbox sync — all client email threads visible 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 — trigger actions in GoHighLevel, ServiceM8, and more when quotes are sent or won
• —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 auto-filled client details

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 job
• —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
• —Integration connection status and diagnostics

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 quote form fields not showing correctly in certain configurations
• —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 advanced pricing support
• —Follow-up dashboard with urgency scoring and one-click actions
• —Contacts CRM with full quote and job history
• —Calendar and scheduling module
• —Team access controls with user permissions
• —Real-time notifications and daily digest emails