Smarter, faster, and fully automated

Automation & Surveys

Turn quotes into booked  site surveys — automatically

Once a quote is sent, Quotestack takes over your follow-up process. It runs

automated email and SMS sequences to keep leads warm and guide them to the next step.

Quotestack automatically sends calendar invites

There are two automation phases:

1.Pre-survey automation: Encourages the customer to book their on-site

survey with a series of 5 pre-written, brandable messages over 10 days.

2. Post-survey automation:  Once the site survey is completed, a second

sequence starts to help close the sale — answering objections and

encouraging sign-off.

Built-in email/SMS follow-up sequences

Auto survey scheduling with calendar invites

Pauses automation once survey booked or job sold

Customisable templates with dynamic placeholders

Converts quotes to confirmed installs

The Power of One Platform

Quotestack replaces spreadsheets, manual emails, calculators, and disjointed systems with a single streamlined process.