Quote follow-ups help your team keep proposed work from going quiet. Use follow-ups to remind clients about open quotes, answer questions, and move approved work into jobs.
Open Quotes to review quotes that need attention.
When to follow up
Follow up when:
- A quote has been sent but not approved.
- The valid-until date is approaching.
- A client requested changes.
- A required deposit is outstanding.
- A salesperson needs to confirm next steps.
What to include
A useful follow-up should include the quote name, service summary, approval link or next step, and a simple call to action. Keep the message focused and easy to respond to.
Use Email Templates to standardize follow-up language.
Track quote performance
Open Quotes Conversion Report to review sent, approved, changed, and converted quotes.