Quote FollowUp

Following Up on Quotes

Following up on quotes without losing track of live jobs

If your business is decent at sending quotes but inconsistent at following them up, you need a simple system that shows what is due, what is overdue, and who still needs a reply.

Start with a 7-day trial, see how the workflow fits your team, and keep your quotes moving.

Preview the workspace

See how QuoteFollowUp keeps quotes visible and follow-ups organised.

Get a quick feel for the layout, see how quote statuses stand out, and understand how the workspace helps your team stay on top of follow-up day to day.

Workspace preview

How the product looks in daily use

A clean quote pipeline, readable status colours, and a chase list that is easy to scan at a glance.

Open pipeline

£3,380

Quotes still in play

Due today

2

Quotes needing action now

Won revenue

£1,450

Closed business so far

Pipeline

Quote pipeline view

Jones Property Lets

Boiler replacement quote

Sent

Value

£2,400

Next follow-up

20 Mar

Reed Electrical

Consumer unit upgrade

Follow-up due

Value

£980

Next follow-up

Today

Walker Homes

Kitchen repaint and touch-ups

Won

Value

£1,450

Next follow-up

None

Today’s chase list

Clean and easy to scan

Reed Electrical

Consumer unit upgrade · £980

Due today. Send a quick nudge to keep the job moving.

Jones Property Lets

Boiler replacement quote · £2,400

Follow-up due tomorrow. Check they received the quote and answer any questions.

Why teams use it

Built for teams that need a better quote follow-up habit

Many businesses do not struggle to create quotes. They struggle to keep following up consistently once the day gets busy. This is for teams that want a clearer, more repeatable process.

QuoteFollowUp helps you stay on top of following up on quotes by keeping quote status, next follow-up dates, and today’s chase list visible in one simple workflow.

What you get

  • See which quotes need following up today
  • Keep next actions visible instead of buried in notes
  • Track quote status from sent through won or lost
  • Use a simple workflow that makes follow-up easier to repeat

FAQ

Quick answers

What is the best way of following up on quotes?

The best approach is to keep a clear list of sent quotes, know the next follow-up date for each one, and make follow-up part of a repeatable daily process.

Why do quotes go cold so often?

Quotes often go cold because there is no clear system showing what is still live, what is overdue, and who needs chasing next.

Does this replace quoting software?

Not necessarily. It focuses on what happens after the quote is sent, which is often where businesses lose visibility and momentum.

Get started

Start the 7-day trial when you’re ready.

Take a quick look through the workspace, then create your own to track real quotes, contacts, and follow-ups.