The call went well. You sent the quote. Now your inbox is giving you absolutely nothing to work with. Charming.

Do you send another email? Offer a discount? Pretend you only popped in to say hello? Let’s make this less of a guessing game.

A quote follow-up email reminds a prospective customer which quote you sent, connects it to their project and asks for one useful next step. Check their latest reply and any agreed decision date before sending.

Below are seven original templates for seven different moments. Pick the one that fits, replace the brackets and keep your own voice. The goal is a conversation you can act on, rather than another message to count.

Before “just checking in”, check what you know.

Silence does not tell you whether the customer missed the link, needs a colleague’s approval or has put the project on ice. Your next email should leave room for the actual answer.

Read the latest conversation and open the quote you mean to reference. A follow-up on the wrong version is a very small email with a surprisingly large capacity for confusion.

  • Quote: the correct number, current version, project and customer.
  • Scope: what is included, what is excluded and any question still waiting for an answer.
  • Timing: the agreed decision date, project timing and actual quote expiry.
  • People: who is reviewing the quote and who on your team will handle the reply.
  • History: any response, decline, request to pause or promise another teammate has already made.
business.gov.au’s guide to clear scope, revisions and quote details

Seven quote follow-up email templates. Choose your moment.

BEFORE YOU PRESS SENDWriting guidance · choose a situation

Read the room.
Then write the follow-up.

Same quote. Four very different conversations.

What did the customer last tell you?

Make the reply smaller than the decision.

Check first
Check the recipient, the quote link and your last conversation. Silence does not tell you why they have not replied.
One useful next move
Check the quote reached them and offer to clarify one part.

Know when to stop. If they say no, thank them and close the loop. No reply after your planned final check? Park it.

Use the no-reply template

A promise beats a random nudge.

Check first
Read the date you agreed and what the customer needed to decide. Follow up when you said you would.
One useful next move
Refer to that conversation and ask whether they are ready to proceed or need a new date.

Know when to stop. If the decision moves, agree the next contact together. Do not keep chasing the old date.

Use the agreed-date template

Find the wobble before you reach for a discount.

Check first
Find out whether the concern is the budget, the work included or the timing. Those need different answers.
One useful next move
Ask which part needs adjusting. Confirm any change before issuing a revised quote.

Know when to stop. If the work cannot fit their budget, say so clearly. A kind no beats a messy yes.

Use the price-and-scope template

Leave the door open. Give them some room.

Check first
Read what they said about timing. “Not now” is not an invitation to email every Tuesday.
One useful next move
Ask whether they would like you to check back at a specific time, or leave it with them.

Know when to stop. No permission to follow up? Leave it with them. Keep a note so a teammate does not restart the chase.

Use the not-now template

Start with the real quote and the customer’s wishes. The right next step may be a reply, a later date or a pause.

These examples cover a quotation, estimate or service proposal you have already sent. Keep the customer’s usual term and use a subject they will recognise.

Copy the message into your usual email tool, replace every bracket and check the link. Keep the details specific and the sign-off yours.

When should you follow up after sending a quote?

Follow up on the date you agreed with the customer. If no date was agreed, a receipt check after two or three business days can be a reasonable starting point. Adjust it to the project and the conversation.

That is a suggested working rhythm, not a proven best time or a rule to send every message below. An urgent repair and a proposal awaiting next month’s budget meeting need different treatment.

Xero’s quoting guidance recommends checking that a customer received and understood the quote. The useful purpose is clarification; a perfectly timed email with nothing useful to say still gives them work.

A practical starting point. The customer’s reply or agreed date takes priority.
What you knowA useful next move
No reply and no review dateAfter a short, sensible gap, check receipt and offer to clarify one thing.
They promised a decision on a dateWait until that date has passed, then ask whether the plan has changed.
They are waiting for an approvalAsk what the approver needs and agree when to reconnect.
They raised a questionAnswer it or name who will. Pause the generic quote chase.
They asked for more time or no further contactRespect the request. Record any permission and date for a later conversation.
Several useful attempts, still no answerReview the history and consider one clear closing note, then pause.
Xero’s original advice on following up a sent quote

A subject line should ring a bell, not an alarm.

Use the project, quote number or actual question. If the existing thread is clear, replying in it can preserve the context. Start a fresh subject when you need to make a revision unmistakable.

You do not need to apologise for a useful follow-up. You also do not need to turn a quotation into “URGENT!!!” because Tuesday happened.

Recognisable beats mysterious. Clear beats dramatic.
Instead ofTry
Just following upQuote [number] for [project] — any questions?
Any updates????[Project] — next step after [agreed date]?
LAST CHANCEQuote [number] — valid until [actual date]
Revised proposal attachedRevised quote [number] — [specific change]

Give them something easier than “any thoughts?”.

A good quotation follow-up makes the decision smaller. Ask whether the scope fits, which approval is missing or when a short discussion would help. Give the reader something they can actually answer.

For an agency, that might mean confirming whether the proposal includes copywriting or only the website build. For a roofer, it could mean clarifying which repair work the estimate covers.

Use the customer’s question, rather than sending your entire sales brochure again. One relevant explanation usually earns its place more readily than five reasons your business is amazing.

And please leave the surprise discount in its drawer. If budget is the issue, understand the requirement first. A smaller agreed scope may be a better conversation than casually charging less for the same work.

Keep agency proposals and client follow-ups togetherFollow roofing enquiries and estimates through the sales conversationSee Kibi for home-service enquiry follow-up

The client said “Thursday”. Make sure the team heard it.

Juniper Studio is a fictional three-person agency. Maya sends Fern & Field a website quote. The client asks Ben whether service-page writing is included; their founder will review it on Thursday.

Maya sees an unanswered quote and sends a Tuesday nudge. Ben is still checking the copywriting scope. Nobody is being careless; each person has a different piece of the conversation.

The useful next move is to answer the scope question before Thursday, then let Maya handle the agreed follow-up. A prettier “checking in” email would not fix the missing context.

Write a short handover that names the open question, its owner and the next contact. The next teammate should be able to help without asking the client to repeat the whole story.

Write a handover the next person can actually use

Keep the quote, the conversation and the next hello together.

kibi.Illustrative workflow · fictional agency

Sent is a status.
A next step is a plan.

  1. 1Enquiry

    The brief has a home.

    Fern & Field asks Juniper Studio about a website refresh. Keep the request and the conversation together.

    What are they trying to do?
  2. 2Quote

    The offer is clear.

    Share the scope, total and terms. The customer can accept the quote online.

    What have you offered?
  3. 3Agreed next contact

    Friday. After the founder’s review.

    Maya records the agreement and plans her next action in Today.

    Who will follow up, and when?
  4. 4Human reply

    One useful question.

    “Does the scope still fit, or is there a part you would like to adjust?”

    What would help them decide?

The next person sees the context.
The customer gets a conversation.

Quotes on Team and Growth. Your team plans the next Today action and sends the follow-up.

Kibi CRM gives small teams a place to keep the enquiry, its owner and what needs to happen next. That matters when a quote leaves your hands but the conversation is still very much alive.

Create and send a quote from the enquiry on Team and Growth. Your customer can open the quote link and accept or decline it. When they accept, Kibi marks the enquiry Won and links or creates the client.

Plan a human follow-up, such as emailing after the customer’s review date. Today helps the responsible teammate see that next action. They can read the conversation, adapt the message and make the contact themselves.

The person handling the enquiry chooses the message and keeps the next action current. Today provides the reminder; your teammate brings the judgement and sends the follow-up.

Start with one real quote that currently lives in someone’s memory. Give it an owner and an agreed next step. Less inbox archaeology. A little more “I remembered”.

See Kibi quotes, acceptance and invoicesSee how Today makes follow-up visibleTry the quote-to-next-step workflow in Kibi CRM

The little quote-follow-up questions, answered.

How do I politely follow up on a quotation?

Mention the quote number and project, include the current quote link and ask one clear question. Check whether it arrived, whether a detail needs explaining or whether the decision date has changed. Respect any request to pause.

How long should I wait before following up on a quote?

Use the review date you agreed with the customer. With no agreed date, a receipt check after two or three business days is a possible starting point, not a universal rule. Adjust to the work, urgency and latest reply.

What should I say if there is no response after sending a quotation?

First check receipt and offer to clarify the scope. A later message can ask whether the project is proceeding, delayed or no longer needed. If useful attempts remain unanswered, consider a short closing note and pause rather than continuing indefinitely.

Should I offer a discount in a quote follow-up email?

Do not assume silence means a price objection. Ask what is holding up the decision. If budget is a concern, discuss the requirement and any scope changes before offering a discount your team has not approved.

Can I use these messages for an estimate or a proposal?

Yes. Use the name of the document the customer received and check its actual scope, terms and status. Do not turn an indicative estimate into a fixed-price promise or imply a proposal has already been accepted.

Is a quote follow-up the same as an invoice reminder?

No. A quote follow-up asks about proposed work and the customer’s decision. An invoice reminder concerns an issued invoice and its payment details. Check which stage you are at before sending a message that asks for money.

Will Kibi send these quote follow-up emails automatically?

No. These are examples to adapt. Kibi’s Today and follow-up tools help a teammate remember a human action; they do not automatically send a custom quotation-chasing sequence. Quotes are available on Team and Growth.

When the answer is yes, give it a proper next step.

The point of following up is to understand what happens next. That may be an acceptance, a useful question, a later date or a clear no. Each is more helpful than a team guessing in five different places.

If the quote is accepted, follow your agreed process for the next stage. In Kibi, invoices are available on Growth and can be created from a quote, enquiry or client. Keep payment chasing separate from the sales conversation.

Kibi CRM has a 14-day trial, then a paid plan. Bring an enquiry, send a quote and give its next conversation a home. You bring the charm. Kibi helps with the remembering.

Templates and scenarios are illustrative. Source guidance was checked on 20 October 2026; adapt the suggested timing to your customer.

Start a Kibi CRM trialCheck quote and invoice plans for your teamAlready invoiced? Use the right payment reminder template

Try one thing on the next enquiry.
Pick a change your team can use tomorrow.