YQA
QUOTE FOLLOW-UP WORKSPACE
Your Quote Assistant™
From Lead to Close.
Demo workspaceSummit Sales Group
SECURE SIGN IN
Open the same Your Quote Assistant account on phone and computer.
Enter your email. We’ll send a secure sign-in link. No password to remember.
Preparing your workspace…
TODAY
Today's Priorities
0 due · 0 need a next step · 0 completed
QUICK RESPONSES
The words you want when the customer catches you cold.
Choose the situation, personalize it for the customer, and move the conversation toward a clear next step.
OPPORTUNITIES
Your working opportunity list.
Track leads before the quote and keep following the same record after the quote is sent.
REVIVE
Bring older leads and quotes back into play.
Revisit worthwhile opportunities that have gone quiet without mixing them up with your active pipeline.
SETTINGS
Set it once. Keep the work screen clean.
These settings live in the cloud and follow the account across devices.
Company
Follow-up defaults
Workspace help
Leave this on while learning YQA. Turn it off when you want a tighter working screen.
Cloud account
Quote data, activity, responses and settings are stored in Supabase and protected by account-level database policies.