Quoting in Requo vs spreadsheets
Spreadsheets are free and flexible — and quotes die in them: versions multiply, views are invisible, and follow-ups rely on memory. Requo keeps inquiries, versions, view tracking, follow-ups, and invoices on one record, so the job moves from request to paid without retyping.
| Capability | Spreadsheets | Requo |
|---|---|---|
| Inquiry capture | A tab you fill in by hand | Public forms plus manual entries |
| Photos and files | Links that rot in cells | Attached to the inquiry itself |
| Quote versions | Duplicated tabs named v2-final | Snapshotted on every send |
| View tracking | Not available | First view stamped, you are notified |
| Follow-ups | A reminder column you ignore | Tasks, reminders, and auto emails |
| Customer history | Filter and hope | Grouped by email automatically |
| Invoice conversion | Retyped on a second tab | One step from the accepted quote |
| Price | Free, plus your evenings | Free plan; Pro $9/mo; Business $24/mo |
Frequently asked questions
If quotes live in one spreadsheet and follow-ups live in your head, yes: Requo keeps the inquiry, versions, view status, follow-ups, and invoice on one record. If your sheet encodes unusual pricing logic nothing else supports, keep it alongside Requo until the library covers it.
Keep the flexibility. Lose the chaos.
Move the loop into Requo and keep the spreadsheet for math.
No complicated setup. Start with the workflow your business already has.