Guide · 5 min read
How to follow up on a quote without being pushy
Many quotes are not rejected — they are forgotten. A polite, well-timed follow-up wins jobs you would otherwise lose. Here is when to follow up, what to say and how to make it effortless.
When to follow up
- Same day: confirm they received it (WhatsApp is ideal)
- After 2–3 days: a short check-in with an offer to answer questions
- Before the quote expires: a reminder of the valid-until date
- After a 'no': a brief thank-you and a request for feedback
Know whether they opened it
Following up blindly is awkward. With QuoteNod you can see when a quote has been viewed, accepted or rejected, so you can tailor the message — “Did you have any questions?” lands better when you know they have looked. Quotes sent by email from QuoteNod also get one automatic reminder after 3 days if there is no answer.
Template: friendly check-in (WhatsApp)
“Hi Sarah, just checking you received the quote for the bathroom tiling. Happy to answer any questions or adjust anything — here's the link again: [link]”
Template: before it expires (email)
Subject: Your quote #Q-0042 is valid until Friday
“Hi Sarah, a quick note that the quote for the bathroom tiling is valid until Friday 2 November. If you'd like to go ahead, you can accept it online in one tap: [link]. If anything needs changing, just reply and I'll update it.”
Template: after a no
“Thanks for letting me know, Daniel. If you have a moment, I'd appreciate knowing what made the difference — price, timing or something else? It helps me improve. All the best with the project.”
What not to do
- Chase daily
- Discount immediately without being asked
- Send a long message — two or three sentences is enough
- Follow up without the quote link
FAQ
How many times should I follow up on a quote?
Two or three times is usually enough: once after a couple of days, once before it expires, and optionally once after.
Is it OK to follow up by WhatsApp?
For most small-business customers, yes — it is fast and personal. Keep it short and include the link.
Should I offer a discount when following up?
Not by default. Ask whether they have questions first; discount only if price is the stated objection.
Quote templates by trade
- Plumber quote templateExample plumbing job quote & tips.
- Electrician quote templateExample electrical job quote & tips.
- Painter quote templateExample painting job quote & tips.
- Cleaner quote templateExample cleaning job quote & tips.
- Landscaper quote templateExample landscaping job quote & tips.
- HVAC Technician quote templateExample HVAC job quote & tips.