Quote sent. Follow-up handled.
The agent keeps track of the quotes you send, follows up from your existing inbox, and uses the quote record to answer routine questions. Your rules decide when a reminder is due and when the sequence ends.
- Quote recordQ-310 · still open
- Follow-upCheck reply + reminder date
- Customer replyFollow-up in the same thread
Read this example
- Quote record
- A customer received Q-310 on Monday. The quote is still open and the workflow calls for a follow-up after three business days.
- Follow-up
- The agent checks for a reply and sends a message referencing Q-310 through the original email thread.
- Customer reply
- The customer asks for a different finish. The reminder sequence ends and the request moves to the quote revision workflow.
Sound familiar?
For sales teams checking quote lists and inbox threads to decide who needs a reminder and who has already replied.
Follow up while the quote is still open
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Start from the sent quote
Use the sent date, quote number, expiry and customer thread. Pick the schedule that matches how your team follows up.
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Check before sending
Read the current status and latest reply. Configure separate handling for accepted, declined, expired and unanswered quotes.
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Handle the response
Answer routine questions from the quote, such as what is included. Route scope changes to the revision workflow and apply your stop rule when a customer asks.
What changes for your team
Follow-up with context
Reference the actual quote, its scope and its expiry in the customer’s existing email thread.
Replies change the next step
Stop reminders or move to a revision when the customer responds, according to your process.
A consistent schedule
Use your follow-up timing and stop rules across the quotes included in the workflow.
Common questions
Can it follow up in the original email thread?
Yes, when your inbox workflow can identify the thread for that quote and the agent has the appropriate access.
Can reminders stop after the customer replies?
Yes. Configure how the workflow detects a reply and which responses stop reminders or move the quote to a different status.
Can it offer a discount in a follow-up?
Set the permitted offers or discount rules in your process. Pricing or scope changes can go through the same workflow you use to revise quotes.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗