FREE KIBI TOOL · For the quiet after the quote

# Quote and estimate follow-up planner

Pick a date and get an editable follow-up email for a quote or estimate. Plan the next conversation without another “just checking in.”

## Give your quote a next date

Pick the date you sent it. If you already promised to check in on a certain day, that date wins.

THE QUICK ANSWER

## I sent a roofing estimate last Tuesday. When should I follow up, and what do I say?

Use the day you promised to check in. If you didn’t agree on a date, two business days after sending is a reasonable first nudge. Mention the job and ask one question the customer can answer quickly.

TRY IT STEP BY STEP

## How to plan a quote follow-up email

Roofing estimate example · worked example

- ### Enter the date you sent it

Pick the sent date and choose Estimate, Quote or Proposal. If the customer already told you when to check in, enter that date too.

**Date sent** Tuesday, 10 November

**Document** Estimate

**Project** Roof repairs

- ### Choose what happened

Pick no reply, a price question, or more time. The planner uses that choice to suggest a date and one question your client can answer.

**Situation** No reply yet

**Suggested follow-up** Thursday, 12 November

- ### Edit, copy and give it a next step

Add the client’s name, check that the question matches your conversation and copy the draft into your email. Save a callback for whoever is following up.

**Subject** Quick question about your roof repairs

**Question** Would it help if I talked you through the scope or timing?

## When should you follow up after sending a quote?

Use the date you agreed with the customer. If you left it open, the planner suggests two business days for a quiet inbox or a price question, and five when someone asked for more time. Those are starting points. If they have a decision meeting next week, write that date down.

The planner skips Saturdays and Sundays when it suggests a date. If the date has already passed and the quote is still open, reach out on your next working day. A quick, useful question beats a string of messages that all say “just checking in”.

- Roofing estimate. Ask whether the customer wants you to explain the scope or timing before they decide.

- Agency proposal. If they’ve mentioned price, offer to explain what’s included or review a smaller scope together.

- A client needs more time. Use the date they gave you and ask whether their timeline has changed.

## What should you write when a quote gets no reply?

Mention the actual job so the customer can place you. Ask one question they can answer in a sentence. If they need the quote again, reply on the original thread or include the link before you send.

One useful note for the team is enough. “Sent estimate Tuesday; client asked us to call after the school run on Friday” gives a colleague something to work with. “Follow up” on its own makes them start the whole conversation again.

[Browse seven quote follow-up email templates →](https://kibihq.com/resources/articles/quote-follow-up-templates/)

A LOOK INSIDE KIBI CRM

## Put Friday’s call where a teammate can see it

Save the next follow-up beside the enquiry in Kibi CRM. When a colleague covers your calls, they can open the record and see what the customer asked for before they pick up the phone.

![Victoria’s enquiry after rescheduling the call to tomorrow at 10:00.](https://kibihq.com/images/visuals/s03-rescheduled-desktop.webp)

Asha’s next call is planned for tomorrow at 10. Example enquiry.

TAKE IT INTO KIBI CRM

## Keep the date with the quote.

In Kibi CRM, save the next call on the customer’s enquiry. Your team can open the quote and see what you promised before anyone picks up the phone.

[See how Kibi Today keeps callbacks visible →](https://kibihq.com/features/today/)

[Plan a callback in Kibi](https://kibihq.com/start/?utm_content=quote-follow-up-planner)

14-day trial · No card needed

## Good questions

### I sent an estimate on Friday. When will the planner suggest I follow up?

For a quote with no reply and no agreed date, the planner suggests Tuesday, two business days after Friday. Enter the agreed date if the customer asked you to get back to them on a different day.

### Can I use the planner for a proposal or revised estimate?

Yes. Choose the document type and use the sent date for the version you’re following up on. Name the change in your draft, so the client knows which version you mean.

### Will the tool send the email or remind me on that date?

The planner gives you an editable draft and a date. You send it. In Kibi CRM, save a follow-up on the enquiry to give it a named person and a place on the Today list.

[Browse all free tools →](https://kibihq.com/resources/tools/)

Source: https://kibihq.com/resources/tools/quote-follow-up-planner/