Carbonset
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Docs homeChangelogSend your first quote in ten minutesImport your price bookHow open tracking works, and where it doesn'tBuild a follow-up cadenceQuiet hours and texting rules
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Follow-upHow open tracking works, and where it doesn'tBuild a follow-up cadenceQuiet hours and texting rulesRegister your texting number
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DevelopersAPI: create and send a quote

2.9.0

Tue, Sep 22, 2026

newimprovedfixed

Hot quote rule: three opens, one call task

When a customer opens a quote three times within 48 hours, Carbonset adds a call task for the rep, due today.

CALL TASKCall Marisol T. todayOpened 3× in 24 hHOT
What it looks like in the app.

In this release.

New

  • Hot quote rule on Triplicate, on by default for new cadences. The slip shows HOT · CALL TODAY until someone logs the call.

Improved

  • Slips show "last opened" in the customer's time, not the office's.

Fixed

  • Link previews from two messaging apps no longer count as opens.

Docs updated with this release.

How open tracking works, and where it doesn'tWhat counts as an open, what we ignore, and the hot quote rule that turns three opens into a call.Updated 2026-09-22Build a follow-up cadenceSteps, days, times and merge fields: write the follow-up once and let it run on every quote.Updated 2026-09-22
Start freeNo card · 14 example quotes loaded

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