Open the quote and resend it. The customer gets a fresh email with the same link, which is usually all a quiet quote needs.
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.
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, Campaigns under Marketing can reach a group of customers at once.
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
Related articles
Sending a quote to a customer
Build a quote from Quotes, preview the PDF, then send it by email so the customer can accept or decline it themselves.
Quote statuses explained
A quote moves through draft, sent, viewed, accepted, rejected, converted or expired, and the status updates itself as the customer acts.
Working your leads pipeline
Leads sit on a board of stages you define, and you move each card along as the conversation progresses.