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.
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.
Product demo
See what QuoteFollowUp looks like before you start your trial.
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.
Demo workspace
How the product looks in 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
Sample quote table
| Client | Quote | Value | Status | Next follow-up |
|---|---|---|---|---|
| Jones Property Lets | Boiler replacement quote | £2,400 | Sent | 20 Mar |
| Reed Electrical | Consumer unit upgrade | £980 | Follow-up due | Today |
| Walker Homes | Kitchen repaint and touch-ups | £1,450 | Won | 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 this page exists
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 on quotes consistently once the day gets busy. This page targets that exact problem.
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
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.
You can view the demo first, then create your own workspace to track real quotes, contacts, and follow-ups.