Automated follow-ups for outstanding quotes help ensure that your clients receive timely reminders, reducing manual effort and keeping your sales process active. In this guide, you’ll learn how to configure follow-ups using either email or SMS templates. You'll set the timing relative to your quote's expiry or creation date and customize your message with dynamic fields. This setup makes it easy to maintain communication with your clients and improves your overall response rate.

1. Go to Administration → Follow Ups

2. Select Quote from the drop down list and click + Add Follow Up then tick the box beside Follow Up is Active and select your specific customer or select All Customers.

Next is to set up the details under Follow Up Step Details

• Here you can set up an X number of days before or after Quote Expiry Date or you can set up a follow up for an X number of days after Quote Creation.

3. You have the option to select Email Template or SMS Template for your automated quote follow up.

4. When you select Email Template, enter the necessary details such as subject, email message.

Once ready to proceed, click Save.

5. When you select SMS Template, enter the necessary details such as mobile number or email address to receive replies, SMS message.

Once ready to proceed, click Save.

7. After entering all necessary information and to proceed with the set up,  click Save button located beside Delete Follow Up button.

We've now completed the steps in creating automated quote follow up.

Sub Pages

⏰ Setting up Automated Reminders for Scheduled Jobs or Quotes

🔍 Creating Follow Ups for Overdue Invoices

🔍 Creating Follow Ups for Outstanding Quotes

🔍 Creating Follow Ups for Completed Jobs