Requote & Winback Mailer

Created by Chrystalla Neophytou

Load your spreadsheet, then copy one email per client and move straight to the next. Client details stay in this page only and are never saved or sent anywhere. Your progress is remembered as row numbers only.

Email type

Requote Winback

Language

Français English

With a list loaded, this changes the current client. Clients load in the language chosen here, unless your sheet has a language column.

Capitalize client name Greet by first name only

Your phone number

Write "call me" instead of my name

Your phone number and these choices are remembered on this device. Outlook adds your signature, so none is written here.

Load a spreadsheet

Upload an Excel file (.xlsx)

Or paste rows copied from Excel

Current client

Client name

Quote reference #

Subject line (tap to choose)

Message

Highlighted brackets are details still missing. The message copies with its bold text, so it pastes into Outlook as written. The Outlook button opens the draft with the address and subject filled in, and copies the formatted message for you to paste. No Mr/Mrs is used.