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Quote to Booking Tracker Excel, Lead Follow Up CRM, Service Business Quote Tracker, Client Pipeline & Booking Spreadsheet

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP
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Price:CA$35.14

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Delivery

Instant download

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Seller's description

Specifications

A quote only becomes booked work when someone follows up. Capture enquiries, track sent quotes, identify overdue follow-ups, and record booking outcomes and deposits in this editable service-business workbook. Includes a quote/booking DOCX and eight reusable customer messages. No automatic calendar bookings or payment processing.

INCLUDED
Editable XLSX workbook with fictional demo records, editable DOCX support documents, Quick_Start.pdf, Download_And_Use.pdf, Release_Notes.pdf, README_FIRST.txt and the single-business license.

VERSION 1.1
Maximum 100 working records per register. Clear demo input values without deleting formulas or rows. Additional rows require extending all dependent ranges and a new audit.

DIGITAL DOWNLOAD
No physical item. Manual entry and review are required. No automatic sending, account sync, banking connection or payment processing. Administrative aid only; no certification, professional accounting/legal/compliance advice or guaranteed outcomes. Single-business internal use only; no redistribution, resale, PLR or MRR. Created with AI assistance under the seller's direction.

  • Item type
    Digital download
  • Digital file type(s)
    1 ZIP
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Meet your seller

MillerEnterprisez
Robert Miller
MillerEnterprisez ·

California, United States

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Listed on 24 Oct, 2026
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