OPEN-QUOTE WORKSPACE

Every open quote.
An owner.
A next step.

Give every open quote a clear owner, next step and date. Start with one job alias and organise the next action.

$7 USD · one payment
Get the Workspace ↗
FICTIONAL EXAMPLE

Example installation quote

OWNERYour office
NEXT ACTIONClarify the scope
NEXT-STEP DATEA date you choose
An organised worklist, not proof of a sale.

YOUR OPEN-QUOTE WORKSPACE

Give the waiting work
somewhere to go.

01

One owner, action and date

Build a useful worklist for the quotes already waiting.

02

Local records and backups

Save your work in this browser. Keep a JSON backup, restore it later or export a CSV. Your records do not sync between devices or colleagues.

03

Optional AI drafting prompts

Prepare a prompt from facts you choose to share. Use your own AI assistant and check the answer. No AI service or customer messages are called automatically.

04

Paper as well as screen

Print a blank worklist before you start, or print your completed worklist. Keep your own exports and paper copies.

SCOPE OF THIS NEW PRODUCT

A separate
starting point.

The Workspace is a separate $7 product. It does not include the full course, a minicourse or a service that contacts customers.

One payment gives you 24 calendar months of online access from your verified purchase. Your own saved exports and printed materials remain yours under the product licence. Full refund within 14 days of purchase.

You can complete its basic worklist without buying another product. If you later need to rebuild the quote itself, the quoting minicourse is an optional next step.

Explore the quoting minicourse ↗

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Open my Workspace

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