Quote pipeline check
Type in your validity window, your chase cadence, and up to six open quotes, and see what each one is due, a chase order oldest first, your win rate, and the number to actually plan against. Updates live as you type. No signup, nothing saved, nothing sent anywhere.
This tool runs entirely in your browser. We never receive the client names and amounts you type. We never store them. They are gone when you close the tab. Why we can say that →
Quote pipeline check calculator
Add at least one quote’s amount and date sent to see your pipeline.
Fill in quotes sent and quotes won above to see this number — it needs your win rate to mean anything.
This only tracks quotes you enter here. It can’t know which of your other quotes are already won, lost, or forgotten — that’s why closing a stale quote out matters as much as the chase schedule itself.
Want the full method behind this — why a quote has a shelf life, and what to actually say at each stage? Read chasing a quote you sent, or see all free tools.
Why the chase order runs oldest first
A quote sent five weeks ago is closer to its own expiry date than one sent five days ago, so it is the one most in need of a decision, one way or the other. Working down the list oldest first clears the quotes closest to going stale before they lapse without an answer.
Why pipeline × win rate, not the pipeline total
Adding up every open quote tells you what could happen if every single one converted, which is not a realistic plan for anyone. Multiplying that total by your own win rate — jobs won divided by quotes sent, over the same period — turns the total into a number you can actually plan a diary or a cash flow against.
This calculator only totals what you type in. For the full argument — why a quote has a shelf life, the chase schedule, closing a lapsed quote out, and what your win rate is actually telling you — read chasing a quote you sent.
Common questions
Which rate does “win rate” mean here?
Win rate is jobs won divided by quotes sent, over the period you enter above. It is not a lifetime average. It does not give more weight to large quotes.
Should I include a quote I have already marked won or lost?
No. The six rows are for quotes that still wait for a decision. Count a quote that is already won or lost in the quotes-sent and quotes-won fields instead.
What if my quotes don’t all use the same validity window?
The tool uses one validity window and one chase schedule for every row. If a quote runs on a different schedule, work out its dates by hand. The chase logic is the same, day for day.
A quote already shows as expired — what do I do with it?
Close it out. If you know the outcome, mark the quote won or lost. If you do not, mark it expired. Then stop counting it in your pipeline. If the client comes back later, treat it as a new quote at your current price.
Want a stalled quote to show up on its own?
BizBinder doesn’t chase a client for you, and it doesn’t decide when to give up on a quote. What it does is hold the job at the quote stage, and once its date passes, surface it as overdue on the page you land on for the week — so a stalled quote shows up there, instead of only in this calculator when you remember to open it.
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A person reads every request. You will hear from us within one business day.
- 01 A person reads your note — not a queue.
- 02 You get an invite as spots open.
- 03 Your admin starts filing itself.
The free library is open while you wait. Nothing in it needs an account.
- guide How to price a job so the number holds up The quote works only if its number works. Start with the price, then write it up.
- tool Free Quote & Estimate Generator Fill in your business and client details. Add line items, mark any as optional, and set a deposit. A clean quote builds as you type. Turn it into an invoice with one click.
- tool Quote & invoice terms builder Tick the clauses that fit the job and fill in your numbers once. You get a plain-English terms block. Copy it, print it, or send it into the quote generator.