QUOTATION TRACKING

Keep sent quotations visible until the customer responds or the enquiry closes.

Keep sent quotations visible until the customer responds or the enquiry closes.Example workflow
Link to the enquiry

Keep quotation status attached to the customer request that started the work.

Record sent status

Mark when the commercial response was sent without treating the enquiry as complete.

Schedule follow-up

Set the next customer contact date while context is still fresh.

Review open work

Use due and overdue views to see which quotations need attention.

Close with reason

Record the outcome instead of leaving old quotations permanently open.

Linker connects quotation status to the enquiry that created it, helping commercial teams see what has been sent, what is waiting and what needs a follow-up.

Operating focus
Visible ownershipOpen work should show who is responsible for the next move.
Working record
Context stays togetherResponses, follow-ups and outcomes remain attached to the enquiry.
Best fit
Manufacturing and distribution sales teamsDesigned for B2B teams that need structure without a heavy system rollout.

Quotation tracking is about what happens after the document leaves your team.

Creating a quotation and tracking a quotation are different jobs. Linker is focused on the second one. It records that a quotation has been sent, keeps the related enquiry open and makes the next follow-up part of the workflow.

This is useful for teams that already create quotes in an ERP, accounting package, spreadsheet or another commercial system but still need a reliable way to see which customer requests are waiting for a response.

Make workflow gaps visible before work is missed.

Linker is designed around the difference between scattered operational state and a shared record that stays current.

Where friction starts

Quotes disappear after sendingNo reliable follow-up dateManagers cannot see stalled quotesClosure reasons are captured inconsistently

What Linker is designed to show

Open quotation visibility Next follow-up dates Clear status history Recorded closure reasons

One clear sequence from request to recorded result.

The workflow keeps the current state legible without adding process for its own sake.

Link to the enquiry

Keep quotation status attached to the customer request that started the work.

Record sent status

Mark when the commercial response was sent without treating the enquiry as complete.

Schedule follow-up

Set the next customer contact date while context is still fresh.

Review open work

Use due and overdue views to see which quotations need attention.

Close with reason

Record the outcome instead of leaving old quotations permanently open.

Teams that tend to feel this problem first.

Fit depends on the operating workflow, not company size alone.

Manufacturing and distribution sales teams Technical and project-based sales teams Businesses that already generate quotations elsewhere

Early access

Bring your current workflow and compare it with Linker.

A real process and a real handover problem are the best starting points for an early-access conversation.

Request early access