Never let a quote go cold.
Give every estimate a clear shelf life and let SwiftBooks Pro send the follow-ups for you, so promising quotes don't quietly slip through the cracks.
Keep estimates moving on their own.
Set the timing once and let it run.
Set expiry dates
Add a valid-until date so your pricing and terms have a defined, fair window.
Automatic follow-ups
Scheduled reminders nudge clients before an estimate expires — no manual chasing.
Expire & reactivate
Quotes expire cleanly, and you can reopen, renew or re-send any of them in a click.
A pipeline that chases itself.
Reminder schedules
Decide when and how often follow-ups go out — polite, timely and automatic.
Pipeline visibility
See which estimates are live, expiring soon or gone quiet, at a glance.
Re-send & renew
Refresh an expired quote with updated pricing and send it again in seconds.
Follow-ups that win the deals you'd forget.
Most quotes are lost to silence, not a no. Automatic expiry dates and reminders keep your estimates in front of clients at exactly the right moment.