Quotes · Follow-up · Morocco

Automate your quotes and their follow-up — stop letting deals slip away

Free assessment: we generate your quotes, send them, track their status, and follow up on their own on those that go unanswered.

This page is part of our guide to business automation for SMEs in Morocco.

The leak of the quote with no follow-up

A quote goes out, and then… silence. The client didn't say no — they just didn't reply, and no one followed up. Multiply that across every quote in a quarter and you have an invisible revenue leak: deals that were within reach and died for want of a simple reminder at the right moment. Following up on a quote is neither aggressive nor complicated — it's just a regular task no one has the time to do by hand. Exactly the kind of thing we automate.

What the automation does for you

From the request to the accepted quote, without letting anything drag:

Generates the quote from your datafrom your catalogue, your prices and the client's details, without redoing it by hand each time.
Sends it cleanlyto the right contact, in the right format, with a record.
Tracks the statussent, viewed, accepted, or left unanswered: you know where each quote stands at a glance.
Follows up on its own on unanswered quotesa courteous reminder at the right moment, without you having to think about it.
Syncs with your toolsonce the quote is accepted, the data goes where it should, including to your accounting to avoid re-entry (see our accounting data entry page).

Note: following up on a quote (before the sale) and following up on an unpaid invoice (after) are two different moments — we automate both; for the latter, see our overdue-invoice reminders page.

Compliant invoicing isn't us

Let's be clear about an important limit. In Morocco, a compliant electronic invoice — the one with legal validity — goes through validation by the DGI platform, via certified invoicing software. That, we don't do: we don't issue compliant invoices and we don't handle DGI validation. What we do is automate the entire workflow around it — the quote, the sending, the tracking, the follow-up — and connect to the compliant invoicing tool you use, so the two work together without double entry. (The exact framework of electronic invoicing is to be confirmed with your accountant or advisor.)

Your data

The workflow touches your client and commercial data. The processing can run on self-hostable infrastructure that you own, in Morocco or on your own infra: in that case the data doesn't leave your environment. If a component calls a cloud service abroad, data passes outside Morocco, which constitutes a transfer — law 09-08 governs that transfer, not mere hosting. We choose the option with you and tell you the corresponding CNDP formalities before starting.

We apply it to ourselves

We won't show you client logos (our confidentiality agreements forbid it). But our own prospecting runs on the automation systems we build — that's our best demonstration.

Over 20,000 leads generated by our own automation pipelines.

Frequently asked questions

Do you handle DGI-compliant electronic invoicing?

No. The compliant invoice (validated by the DGI platform) goes through certified invoicing software — that's not our business. We automate the workflow around it (quote, sending, tracking, follow-up) and connect to the compliant tool you use.

Does it replace my quoting / invoicing software?

Not necessarily. We can generate and track quotes, or plug into the tool you already have to automate it. We see what makes sense for you during the assessment.

How does quote follow-up work?

The system spots quotes left unanswered and sends a courteous reminder at the moment you set. Everything stops as soon as the client replies or accepts.

Does it connect to my current tools?

Yes, that's the whole point: CRM, catalogue, invoicing tool, accounting. We validate the accesses and formats during the assessment.

What about my data?

In Morocco or on your own infrastructure if you wish. If a component goes through a cloud service abroad, that's a transfer: we tell you the formalities (CNDP, law 09-08) before starting.

Never let a quote die in silence again.

Book a free 30-minute audit: we look at your quote → follow-up circuit and show you what can be automated — no commitment. On budget, our ranges are clear — see our pricing.

Book a free audit (30 min)