Chasing a quote that has gone quiet

Resend the quote from the quote itself, which sends the customer a fresh email carrying the same link.

2 min readUpdated

Open the quote and resend it. The customer gets a fresh email with the same link, which is usually all a quiet quote needs.

Finances, then Invoices & Quotes, then Quotes. Create one here and the customer can accept it from the email.
Finances, then Invoices & Quotes, then Quotes. Create one here and the customer can accept it from the email.

Check the status first

It tells you what kind of chase this is. A quote still showing sent rather than viewed has probably not been opened, so the problem is the email rather than the price. A quote showing viewed has been read and is being considered.

One quote, opened. Send it. The status changes when the customer accepts.
One quote, opened. Send it. The status changes when the customer accepts.

When it has not been viewed

  • Check the email address on the customer record
  • Resend it
  • Ring them and mention it is in their inbox, because a quote that lands in spam is invisible

When it has been viewed

Resending the same thing rarely helps. A short personal message asking whether they have any questions does more than a second copy of the same PDF.

Set an expiry you mean

A valid-until date gives you a natural reason to make contact and a natural reason for them to decide. Quotes without one drift indefinitely.

Common questions

Does resending create a second quote?

No. It is the same quote and the same link, sent again.

Can I chase automatically?

Quote chasing is a manual send. For broader follow-up, Marketing, then Campaigns can reach a group of customers at once.

Marketing, then Campaigns. A sent campaign shows its open rate. A draft waits until you launch it.
Marketing, then Campaigns. A sent campaign shows its open rate. A draft waits until you launch it.

Should I delete quotes nobody answered?

No need. Let them expire. They stay in your records and can be duplicated if the customer comes back.

Topics

QuotesSalesFollow up

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