From inquiry to accepted quote
Going from inquiry to accepted quote takes five moves: capture the request with details and files, draft from your pricing library, send a secure link the customer can answer, follow up once the view lands, and convert the approval into an invoice. Each step below maps to exactly one Requo screen.
Capture the inquiry with details and files
Collect the request through a public form with custom fields — scope, timeline, budget — or log a call or DM manually. Ask for photos and files upfront so the quote starts from facts.
Qualify and draft the quote
Review the inquiry, then draft from your pricing library, templates, and past quotes — AI assembles a starting point with confidence labels, and you set every price before anything is sent.
Send a secure link
Share the quote by Requo email or paste the public link into WhatsApp, SMS, or Messenger. The customer opens it on any device with no account needed and can accept, decline, or request per-item changes.
Track the view and follow up
The first view is stamped and notifies you. Nudge open quotes with follow-up tasks and reminders — Pro and Business plans can also send automatic follow-up emails while you wait.
Win it and invoice to paid
The accepted quote converts into an invoice without retyping. Send it by email and record each manual payment — cash, bank transfer, GCash, Maya, or check — until the balance is zero.
Frequently asked questions
Run your next inquiry through these steps.
Capture it, quote it, follow it to paid.
No complicated setup. Start with the workflow your business already has.