09 / Momentum

Keep a quote moving after it leaves the desk.

Attach follow-up reminders and customer replies to the quotation decision.

Try this in your business See the connected workflow

Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

A quote can be technically correct and still be lost because nobody remembers when to call back. Searching email and chat does not tell the owner which opportunities are alive.

Reminder in a personal notebook
No shared quote status
Approved work waits for a second manual handoff

The Navixo solution

Work that carries context.

Keep quote follow-up activity with the quotation, record replies and move the opportunity to Won or Lost. The result is a more useful operational queue than a list of unconnected reminders.

A visible next action
Won/Lost status attached to the quote
A clean path to approved operational work

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office

01Open quotations that need a next action.
02Review previous follow-up notes or configured communication history.
03Record the next follow-up and customer response.
04Move the quote to Won or Lost when the decision is known.
05Create a Delivery Challan from eligible approved items when work proceeds.

Mobile / PWA

01Open the quote or follow-up link on a supported browser.
02Review the current option and response context.
03Share the response with the office workflow where configured.
04The office records the final outcome.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Quotation follow-up controls product screen with safe demo data. — **Quotation follow-up controls**Follow-up email form preview; no email is sent and the synthetic recipient remains an example address.Engineer · public-safe demo capture

Quotations follow-up list product screen with safe demo data. — **Quotations follow-up list**Quotation funnel list with synthetic customer-facing selling amounts; purchase-cost and profitability controls are omitted for the public showroom.Engineer · public-safe demo capture

Create quotation product screen with safe demo data. — **Create quotation**Quotation header and safe item-entry workspace with customer, specification, quantity and warranty fields.Engineer · public-safe demo capture

Edit quotation product screen with safe demo data. — **Edit quotation**Existing quotation revision workspace for safe specification and follow-up editing.Engineer · public-safe demo capture

Quotation item entry product screen with safe demo data. — **Quotation item entry**Repeatable quotation line-item entry with synthetic customer-facing selling rates, filled equipment names, make, model, quantity and warranty; purchase-cost and profitability controls are omitted.Engineer · public-safe demo capture

Quotations product screen with safe demo data. — **Quotations**Actual quotations capture with safe demo data.Admin · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

Fewer quiet opportunities
A clearer Won/Lost picture
Follow-up effort connected to real work

Connected features

Keep exploring the record.

Email and WhatsApp sending/history are configuration-dependent and are not automatically enabled for every company.

Ready to look closer?

Try this in your own business.

Request access, verify your email and wait for approval. Your 14-day trial begins after activation, not at the request stage.

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