Description
Stop losing track of custom order requests — and stop letting potential orders fall through the cracks!
The Custom Order Inquiry & Quote Tracker is a Notion template that gives you a complete system for tracking every inquiry from first message to final payment. No more digging through DMs, no more forgotten follow-ups, no more lost quotes.
What’s inside:
- Kanban board — drag inquiries through stages: New Inquiry → Quoted → Accepted → In Production → Completed
- Auto-numbered quotes — every quote gets a unique QUOTE-0001 style number
- Quote expiry tracking — see which quotes are about to expire
- Cold-lead flag — instantly spot inquiries that need a follow-up
- Inquiry source tracking (Instagram, Facebook, Website, Referral, etc.)
- Quote amount and deposit fields with balance-due formula
- Sample entries included so you can see how it works
- Step-by-step instructions built into the template
Who is this for?
Bakers who get custom order inquiries and want a simple system to track every request, follow up on time, and convert more inquiries into paid orders.
Delivered as a Notion template (digital product — not a physical product). You need a free Notion account to use it.
