Honest, upfront follow-up that wins more jobs.
Forward a quote you already sent. We check in with the homeowner on day 2, 5, 10, and 21, in your name, and stop the moment they reply. No pushy sales emails. $19 a month.
How it works
- 1
Send your quote like you always do.
BCC your UpfrontBid address, or forward it after.
- 2
We check the details.
Customer, job, and amount get pulled in. You can fix anything in one click.
- 3
Follow-ups go out on schedule.
Short, polite emails in your words. When the customer writes back, the reply goes straight to your inbox and the follow-ups stop.
Example
Mike at Hill Country Roofing
Mike sends a $14,200 re-roof quote on Monday. On Wednesday the homeowner gets a two-line check-in from Mike. On Saturday, another. She replies on day 10 with a question about shingles, and Mike takes it from there.
- MondayMike sends a $14,200 re-roof quote.
- WednesdayThe homeowner gets a two-line check-in from Mike.
- SaturdayAnother short check-in.
- Day 10She replies with a question about shingles. Mike takes it from there.
Why it costs less
Other quote follow-up tools charge $29 to $299 a month. This one does one thing and costs $19.
- No CRM to set up.
- No software to learn.
- Works with Gmail, Outlook, Word, or PDF quotes.
Pricing
$19/month
14-day free trial. Cancel anytime.
- Unlimited quotes
- 4-step follow-up schedule you can edit
- Replies go to your inbox
- Stops when they answer
- Weekly open-quotes email
Questions
Will it look like spam?
No. The emails are short and plain, and they come from your name. Every one has an unsubscribe link. We keep volume low.
Do I need to change how I write quotes?
No. Keep doing what you do now.
What happens when they reply?
The reply goes to your email, and follow-ups for that quote stop.
Can I edit the emails?
Yes. Every step.
Is this for Jobber or Housecall Pro users?
Those already have follow-ups built in. This is for contractors who quote from email, Word, or PDF.
How much does UpfrontBid cost?
$19 a month, plus applicable sales tax. That covers unlimited quotes, the full follow-up schedule, and the weekly digest. There's one plan.
When do the follow-ups go out?
By default on day 2, 5, 10, and 21 after the quote was sent. You can change the day for each step, turn steps off, or edit the wording in Settings.
How do I get my quotes into UpfrontBid?
BCC your UpfrontBid address when you email a quote, or forward the quote email to it afterward. Your address looks like yourbusiness@in.upfrontbid.com and you'll find it in your account after signup. You can also add a quote by hand in the app if it went out some other way.