- AI-Agent
- Ready to Run
Send Quote Follow-Ups
Send sales quote check-ins and flag client replies
Use this Agent instantly or customize it - no programming needed
- Today's check dateToday's check date
Your chosen weekday check supplies today's date and time in your time zone.
- Follow-up settingsFollow-up settings
Your settings choose the labels, tone, recap address, and cases you handle personally.
- Quote conversationsQuote conversations
Your quote conversations show agreed dates, quoted terms, later replies, and sent follow-ups.
Your sales mailbox holds quote conversations, sends follow-ups, and labels replies for your review.
- Quote status labelsQuote status labels
Your labels show which quotes await a reply, got one, or need your review.
- Quote follow-up emailsQuote follow-up emails
Your prospect receives one decision question in the original quote conversation.
- Quote status labelsQuote status labels
Your labels show which quotes await a reply, got one, or need your review.
- Quote status labelsQuote status labels
Your labels show which quotes await a reply, got one, or need your review.
- Daily quote recapDaily quote recap
Your recap names sent follow-ups, new answers, and quotes needing your review.
This Agent checks labeled quote conversations at your chosen weekday time. It sends due follow-ups asking a specific decision question. You get a recap of replies and quotes needing review.
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monday.comUsed as:
- Sales mailbox
monday.com holds quote conversations, sends follow-ups, and labels replies for your review.
ZoomUsed as:
- Sales mailbox
Zoom holds quote conversations, sends follow-ups, and labels replies for your review.
Made for your industry
Send Quote Follow-Ups is made for businesses in these industries.
- Advertising and Marketing
Ask prospective clients about campaign quotes on agreed check-in dates.
Show all Agents for the Advertising and Marketing industry - IT Services
Ask prospects about IT project quotes when agreed follow-ups come due.
Show all Agents for the IT Services industry - Consulting
Check in on consulting quotes with a question about the client's decision.
Show all Agents for the Consulting industry - Construction
Ask clients about project bids when their agreed check-in dates arrive.
Show all Agents for the Construction industry - Wholesale Distribution
Follow up on wholesale price quotes and flag buyers' replies.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Ask buyers about production quotes when agreed follow-ups come due.
Show all Agents for the Manufacturing industry - Graphic Design
Ask clients about design project quotes when agreed check-ins come due.
Show all Agents for the Graphic Design industry - Insurance
Ask prospects about coverage quotes when agreed check-ins come due.
Show all Agents for the Insurance industry - Architecture and Engineering
Ask clients for decisions on design quotes at the agreed check-in.
Show all Agents for the Architecture and Engineering industry - Printing
Ask customers for decisions on print job quotes when check-ins come due.
Show all Agents for the Printing industry - Home Services
Ask homeowners about service estimates when their check-in dates arrive.
Show all Agents for the Home Services industry - Commercial Cleaning
Ask prospects about cleaning service quotes when follow-ups come due.
Show all Agents for the Commercial Cleaning industry - Automotive Services
Ask drivers about repair estimates when agreed check-ins come due.
Show all Agents for the Automotive Services industry - Interior Design
Ask clients about design quotes when agreed check-ins come due.
Show all Agents for the Interior Design industry - Car Dealerships
Ask shoppers about vehicle quotes when agreed check-ins come due.
Show all Agents for the Car Dealerships industry
Made for your role
Send Quote Follow-Ups is made for people in these roles.
- Account Executive
Send due quote follow-ups and flag prospects who respond.
Show all Agents for the Account Executive role - Sales Representative
Ask quoted prospects about their decisions on the agreed date.
Show all Agents for the Sales Representative role - Business Development Manager
Follow up on proposed work and surface answers from prospects.
Show all Agents for the Business Development Manager role - Business Owner
Check in on your business quotes and flag replies needing attention.
Show all Agents for the Business Owner role - Sales Coordinator
Track due quote follow-ups and flag prospects who answer.
Show all Agents for the Sales Coordinator role - Consultant
Ask prospective clients about quoted engagements when follow-ups come due.
Show all Agents for the Consultant role - Insurance Agent
Ask prospects about coverage quotes and flag their answers.
Show all Agents for the Insurance Agent role - Service Advisor
Ask drivers about repair estimates and flag their replies.
Show all Agents for the Service Advisor role - Estimator
Ask clients about pending estimates when the agreed date arrives.
Show all Agents for the Estimator role - Interior Designer
Check in on design quotes when clients expect a decision question.
Show all Agents for the Interior Designer role
Made for your department
Send Quote Follow-Ups is made for people in these departments.
- Sales
Send due quote check-ins and surface prospects' replies to the team.
Show all Agents for the Sales department - Business Development
Ask prospects about quoted work when agreed follow-ups come due.
Show all Agents for the Business Development department - Estimating
Check in on pending estimates and flag clients who respond.
Show all Agents for the Estimating department
How Send Quote Follow-Ups works
5 steps, in order, on every run.
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Review Quote ConversationsRead labeled quote threads, including the sent terms and later messages. Find the latest agreed check-in date.
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Hold Quotes Needing AttentionSet aside quotes with unclear dates, changed terms, or a prospect reply. Leave them for your review instead of sending another check-in.
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Send Due Follow-UpsReply in eligible threads with a short email about the quoted work. Ask one specific question about the prospect's decision.
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Track New Prospect RepliesMark sent follow-ups as awaiting replies. Find new prospect answers and mark those conversations as replied.
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Send Your Daily RecapEmail your chosen address with follow-ups sent and prospects who replied. Name quotes held for review and include the latest response when available.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- The rep labels each sent quote conversation for follow-up and includes the quoted terms and agreed check-in date in that conversation.
- The rep chooses the weekday check time, the address for the recap, and labels for quotes to check, awaiting replies, replied prospects, and quotes needing review.
- The rep supplies the permitted email tone and any rule for when a quote should be left for personal follow-up.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Quote Follow-Ups:
Label each quote conversation and include the agreed check-in date and terms. You choose the labels and weekday check time.
No. The Agent checks later messages before sending. If a prospect replied, it leaves the original check-in for your review.
You review that quote. The Agent leaves it unsent, marks the conversation for review, and names the missing detail in your recap.
Yes. You set the email tone and any rule for quotes you want to handle personally. The Agent asks about the prospect's decision within those rules.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.