QuoteIQ
Paid RequiredSee pricing & details →
How to in QuoteIQ
- Click Settings tab: Open the app and click the Settings tab (the main hub for account configuration) to access company-level integrations and automation controls.
- Click Twilio API settings: Inside Settings, click Twilio API settings and follow the prompts to paste/connect your Twilio account credentials so QuoteIQ can send SMS from your account (the transcript notes you will need to connect Twilio to send text messages).
- Click Gateways: In Settings click Gateways and configure the gateway used for mass text and email campaigns — this is required before sending mass messages through the Mast text and email campaigns area.
- Click Email automation templates: From Settings open Email automation templates (or Email Automation) and click to create a new automation sequence; use the trigger picker to choose the trigger event (for example: Invoice paid or Estimate created).
- Edit trigger, send type, and timing: Within the Email automation editor pick the trigger event, set Send type (choose Email or SMS), set the send timing/duration (for example 11 months after Invoice paid), and enter the subject line and email body exactly in the template fields.
- Click internal reminders / Users and permissions: If you want internal alerts, click internal reminders inside the automation and then open Users and permissions to add the permitted user(s) who should receive those internal reminders.
- Click Mast text and email campaigns: Open Mast text and email campaigns, pick the gateway you configured, select the contact list or segment, compose the message, and send the campaign (the transcript specifies gateways are required for these campaigns).
- Click Self- schedu and quote settings: If you want customer-triggered workflows, open Self- schedu and quote settings to enable InstaQuote and self-scheduling so customer actions (self-quote or self-schedule) can trigger automations and calendar entries.
- Click Notifications: Open Notifications in Settings and enable app notifications so you receive alerts for estimate viewed/accepted/declined and automation-related events; use Support if any sending errors occur.
FAQ for QuoteIQ
Do I need a Twilio account to send SMS from QuoteIQ?
Yes — the transcript states you must connect your Twilio account via Twilio API settings for QuoteIQ to send text messages.
Can I send mass texts/emails immediately after signing up on the free plan?
No — mass text/email campaigns require a configured gateway and the transcript describes these as add-on/gateway-based features; the presenter also notes mass text/email is an add-on in some plans.
What if my automations are not sending SMS messages?
Verify your Twilio API settings are connected, ensure the correct Gateway is configured under Gateways for mass sends, confirm the automation's Send type is set to SMS, and contact Support from the Support page if issues persist.
Can automations send internal reminders to team members?
Yes — automation settings include an internal reminders option and you can assign permitted users via Users and permissions so those users receive internal reminder notifications.
Common mistakes when using QuoteIQ
Enabling SMS in an automation before connecting Twilio.
Open Settings → Twilio API settings and complete the Twilio connection first, then edit the automation and set Send type to SMS so messages route through your Twilio account.
Trying to run a mass campaign without configuring a gateway.
Open Settings → Gateways and add/configure the gateway required for Mast text and email campaigns, then return to Mast text and email campaigns and re-run the send.
Creating an automation without selecting a trigger or duration so it never fires.
When creating an Email automation, use the trigger picker to choose a trigger event (e.g., Invoice paid), set the send timing/duration, and save the automation so it will execute as scheduled.
Expecting customer self-scheduling without enabling InstaQuote/self-schedule.
Open Settings → Self- schedu and quote settings and enable InstaQuote and self-scheduling, then configure service parameters so customers can self-quote and self-schedule.