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← Moredo Systems
Ready-to-Launch System

Quote Follow-Up System

Open quotes followed up on a schedule you set, and closed off the moment they are decided.

From $950 CAD
One-time implementation. Your figure is confirmed in writing after the Automation Review, before any work begins.
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The problem

Quotes and estimates go out, but following them up depends on someone remembering.

Quote
→
Waiting
→
Follow-up
→
Decision
Business outcome
More consistent follow-up, without chasing every quote by hand.
What it can do
✓Track open quotes in one place
✓Identify the ones still waiting on a response
✓Schedule follow-up and flag anything that needs you
✓Prepare or send the reminders you have approved
✓Stop once the quote is accepted, declined or closed
What you get

Implemented, tested and handed over.

Included in the implementation
✓Configured around how you quote today and the tools you already use
✓Follow-up timing and message wording agreed with you
✓Approval controls, so nothing sends that you have not approved
✓Tested against your real open quotes before it goes live
✓Documentation and handover at the end of the build
Not included
Ongoing monitoring and maintenance, unless you add Moredo Care
New development outside the scope agreed before we build
Subscriptions or licences for tools you do not already have
01
Automation Review
We look at how quotes are produced and tracked today, confirm what can be connected, and agree the scope in writing.
02
Build and connect
We configure the follow-up rules, connect them to your tools and set approvals to the level you are comfortable with.
03
Test and launch
We test against real quotes with you, launch it, and hand over documentation. Moredo Care afterwards is optional.

What can be connected depends on what your current tools support. We confirm exactly which integrations are possible in your setup during the Automation Review, before you commit to anything.

Start with this system.

Book an Automation Review. We confirm what can be connected in your setup, and the exact figure, before any work begins.

Get this system
Do more.
With Moredo.

Managed AI automation for small and medium-sized businesses. We build the workflows, connect your tools and keep the whole thing running.

Vancouver, British Columbia · Working with businesses across Canada.

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Book an Automation Reviewgetmoredoai@gmail.com
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Automation Review
Show me what I can automate
×
Interested system—
What type of business do you run?
Plain language is fine. “Plumbing company” tells us plenty.
What wastes the most time?
Choose as many as apply.
Leads
Follow-ups
Email
Scheduling
Quotes
Invoices
Documents
Receipts
Customer support
Reporting
Other
Which tools do you currently use?
Email, calendar, accounting, CRM, messaging — whatever comes to mind.
How many employees?
Including you. This is only to size the build.
1
2–5
6–20
21–50
50+
Where should we send it?
We’ll reply with what we would actually build.
Back
Continue
Thank you! Your submission has been received!
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✓
Thanks

We’ll review your workflow and identify where automation could create the most value.