Quidly is a proposal follow-up assistant for craft businesses and local service providers. It helps you systematically track proposals that have already been created — with reminders, suggested messages, and a clear status overview.
How Quidly Supports You
- Never forget anything again: Clear reminders show you exactly which proposals you should follow up on today.
- Communicate faster: Quidly provides you with suitable text drafts for emails or WhatsApp messages. You quickly review them, approve them — and you're done. You always have full control over what goes out to the customer.
- Keep track: For each proposal, you can see the current status and a history. This way, you always know when you last spoke with the customer.
What Quidly is not intended for
Quidly focuses on smart follow-up for your proposals. Therefore, it is intentionally not a comprehensive CRM system or an invoicing program.
This means for you: You continue to create your proposals where you do so today — Quidly takes over the follow-up from the moment the proposal is sent.
How do your proposals get into Quidly?
Currently, you have two ways to add a proposal to the system (a third will follow soon):
- Upload (the time-saver): You simply upload your finished proposal as a PDF or photo. Quidly's intelligent recognition automatically extracts the customer name, amount, and description.
- Manual entry: You click on "+ New Proposal" and briefly enter the most important key data yourself. You can also easily forward proposals to Quidly via email.