[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"cms-entry-blog-how-to-follow-up-on-sales-quotes-en":3},{"message":4,"data":5,"success":42},"OK",{"id":6,"entry_type":7,"locale":8,"slug":9,"title":10,"summary":11,"body":12,"blocks":13,"author_name":14,"published_at":15,"updated_at":15,"data":16,"category":17,"tags":18,"related":19,"alternates":32,"seo":37,"cover":17,"media":41,"preview":40},6,"blog","en","how-to-follow-up-on-sales-quotes","How to Follow Up on Sales Quotes: 7 Steps to Stop Losing Deals After the Proposal","Many quotes are forgotten simply because the customer did not reply. Here are seven steps that turn quote follow-up into a repeatable team process — and what to measure at each step.","A sale is not over when the quote goes out — that is when the real work starts. In many companies quotes are emailed and, if the customer does not answer, forgotten within days. At month-end the answer to “why are sales down?” is buried in quotes nobody followed up.\n\nHere are seven steps to turn quote follow-up from a personal habit into a **process the whole team runs**.\n\n## 1. Give every quote an owner\n\nThe answer to “who sent this quote?” should always be one name. A quote sent from a shared mailbox with no clear owner will most likely never be chased. Make the owner field mandatory and reassign quotes when a rep is away.\n\n## 2. Set the follow-up date the day you send the quote\n\nThe follow-up date should be born with the quote. A simple rule works well:\n\n| Quote type | First follow-up | Second follow-up |\n|---|---|---|\n| Small, standard products | after 2 business days | after 1 week |\n| Medium, includes a project | after 3 business days | after 10 days |\n| Large, several approvers | after 1 week | according to the customer's decision timeline |\n\nPut these dates on **tasks** linked to the quote, not just in a calendar — a task stays visible until it is done.\n\n## 3. Get the price right when you quote\n\nThe worst follow-up call is the one where the customer says “this price was different last month”. Pulling prices from a current **price book**, enforcing discount limits while quoting and routing exceptions through approval removes most price arguments from the follow-up. (See [what is CPQ?](\u002Fen\u002Fglossary\u002Fcpq))\n\n## 4. Use the expiry date\n\nA quote's validity date is not just a legal detail; it is a natural reason to call: “Our quote expires on Friday — shall we extend it for you?” is stronger than “we were waiting to hear from you”.\n\n## 5. Put follow-up on a sequence\n\nInstead of one “any news?” email, plan a short sequence: a brief email, a call a few days later, then something useful for the customer (for example a summary of a similar project). This planned sequence is called a **[sales cadence](\u002Fen\u002Fglossary\u002Fsales-cadence)**. With automated emails, respect the recipient's consent and right to unsubscribe.\n\n## 6. Record why quotes are lost\n\nEvery lost quote is a data point. Make choosing a reason from a fixed list — “price”, “went with a competitor”, “no budget”, “project postponed” — mandatory. Seeing after three months that half your losses share the same reason is the strongest argument for changing your pricing or scope.\n\n## 7. Review the same report every week\n\nLook at the same list every week:\n\n- quotes expiring this week\n- quotes untouched for more than 7 days\n- quotes waiting for approval\n- quotes won and lost last week, with reasons\n\nWhen the report never changes shape, the team knows what will be discussed and comes prepared.\n\n## The cost of quotes nobody chases\n\nPicture a team sending 40 quotes a month with an average value of 150,000 TRY. If only 10% of the quotes that were never followed up turned into sales, that is hundreds of thousands of lira of extra revenue a year. Run your own numbers with the [Lost Quote Cost Calculator](\u002Fen\u002Ftools\u002Flost-quote-calculator).\n\n## Start in a spreadsheet, then move to a system\n\nIn a small team these steps can start with a quote list in Excel — our free [sales quote template](\u002Fen\u002Fresources\u002Fsales-quote-template) is built for that. When quote volume grows and several people edit the same list, follow-up tasks, price books and loss reasons need to live in one system. See the full quote-to-order flow in CRModular on [Quote Management and CPQ](\u002Fen\u002Ffeatures\u002Fquote-management-cpq), and the wholesale scenario on [CRM for Distributors and Wholesalers](\u002Fen\u002Fsolutions\u002Fcrm-for-distributors-and-wholesale).\n",[],"CRModular","2026-10-03T20:38:56.185Z",{},null,[],[20,24,28],{"slug":21,"title":22,"summary":23,"entry_type":7},"what-is-crm-for-small-businesses","What Is CRM and What Does It Do for a Small Business? A Realistic Guide","What a CRM is, which problems it solves for a small or mid-sized company, when it is too early, and how to plan the switch — without the hype.",{"slug":25,"title":26,"summary":27,"entry_type":7},"managing-customer-data-under-kvkk","Managing Customer Data Under KVKK: A Practical Checklist for Sales and Support Teams","Practical steps sales and support teams can follow to keep customer and lead data in order under KVKK, Turkey’s data protection law: inventory, consent, access, deletion and email permissions.",{"slug":29,"title":30,"summary":31,"entry_type":7},"how-to-set-slas-for-service-teams","How to Set SLAs for Service Teams: Priorities, Targets and Measurement","A step-by-step way for technical service and support teams to set realistic SLA targets, define priorities and measure compliance.",[33,34],{"locale":8,"slug":9},{"locale":35,"slug":36},"tr","teklif-takibi-nasil-yapilir",{"title":38,"description":39,"canonical_url":17,"noindex":40,"og_image":17},"How to Follow Up on Sales Quotes: 7 Practical Steps | CRModular","How should you follow up on quotes you have sent? Use follow-up dates, clear ownership, price control, loss reasons and a weekly report to make quote follow-up systematic.",false,{},true]