What It Does
SalesButler's Smart Quote Link Funnel transforms your quoting process. Instead of sending static PDFs or playing phone tag, send a secure token link via SMS that walks your prospect through a 5-step approval process. Track when they open it, how long they spend on each step, and when they approve. It's the fastest way to turn estimates into booked jobs.
Step-by-Step Guide
Generate a Quote
Create a detailed quote using SalesButler's pricing tools or import from your existing system. Include services, pricing, and terms.
Send via SMS
Share the quote as a secure, personalized link via text message. The customer clicks to view on any device.
Customer Reviews 5-Step Form
The prospect walks through a guided 5-step review process: service details, pricing, timeline, terms, and approval.
Track Engagement
See when the customer opens the link, which steps they view, how long they spend, and if they share it.
Close the Deal
When the customer approves, you're notified instantly. Revenue is attributed and the job moves to your pipeline.
Why You'll Love This Feature
Professional Quotes
Send beautiful, branded quotes that make your business look professional and trustworthy.
Engagement Tracking
Know exactly when prospects view your quotes and how they interact with each section.
SMS Delivery
Quotes are sent via text for maximum open rates. No lost emails or spam folder issues.
Revenue Attribution
Track which quotes convert and attribute revenue back to the original lead source.
Automatic Follow-Up
If a quote isn't viewed within a set time, SalesButler can send automatic follow-up reminders.
Customizable Steps
Configure the 5-step form to match your service offerings and approval process.
Perfect For
Sending detailed estimates to prospects via text
Tracking which quotes are being viewed vs ignored
Following up on unopened quotes automatically
Providing a professional approval process
Attributing revenue to specific marketing channels
Reducing quote-to-close time