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Notifications in QuoteScope

Notifications in QuoteScope

Stay in the loop with email notifications when clients view, comment on, or respond to your quotes.

Stay Connected with Your Quotes

Never miss an important client action again. QuoteScope sends you email notifications so you know exactly when clients are engaging with your quotes - perfect for timely follow-ups and quick responses.

Different notification types are available based on your plan.

What Notifications Can You Get?

Everyone Gets These

  • Quote Decisions - When clients accept or decline your quotes (the big moments!)

Pro Plan Bonus Notifications

  • First Views - Know the instant clients open your quotes or estimates
  • Client Questions - Get alerted when clients leave comments or questions

Pro notifications help you respond faster and follow up at the perfect time.

Setting Up Your Notifications

Important: Even Pro users need to manually turn on notifications - they're off by default for everyone.

How to Enable Notifications

  1. Go to your dashboard at dashboard.quotescope.co
  2. Click Settings → Account → Notifications
  3. Toggle on the notifications you want to receive
  4. Done! You'll start getting emails for those events

What Each Notification Does

NotificationWhat It Tells YouWho Gets It
Quote Actions"Client just accepted/declined your quote!"Everyone
First Views"Client just opened your quote for the first time"Pro only
Client Comments"Client left a question on your quote"Pro only

Pro tip: At least one team member should enable all available notifications so nothing important gets missed.

Making Notifications Work for You

Smart ways to use notifications:

  • Enable Quote Actions - Never miss when a client says yes (or no)
  • Use First View alerts (Pro) - Perfect timing for "Did you have a chance to review?" follow-ups
  • Turn on Client Comments (Pro) - Respond to questions fast and show great service
  • Check your spam folder if emails don't arrive
  • Have a backup person on your team with notifications enabled

Test Your Setup

Make sure everything works:

  1. Create a test quote
  2. Send it to yourself or a colleague
  3. View it, accept it, comment on it - whatever should trigger notifications
  4. Check that emails arrive as expected

If emails aren't coming, check spam filters and double-check your notification settings.