Quote Follow-Up Email
Free, customisable quote follow-up email for mid-market Australian businesses. Copy, customise, and start using immediately. Built by Harvard-educated automation experts.
Setup Time
5 minutes
Complexity
simple
Tools
HubSpot, Pipedrive, Xero
Template
Copy this template and customise it for your business.
# Quote Follow-Up Email ## Purpose Send 3-5 days after delivering a quote to move the deal forward and address any concerns the prospect may have. ## When to Use A strategic follow-up email for outstanding quotes that addresses common objections and creates urgency without pressure. ## Instructions 1. Review the template below and familiarise yourself with the structure 2. Replace all [bracketed placeholders] with your business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (HubSpot or Pipedrive) --- Subject: Checking in on your quote - [Quote Reference / Project Name] Hi [Client Name], I wanted to follow up on the quote I sent through on [Date] for [Brief Project Description]. I hope you have had a chance to review the details. **Quick recap of what is included:** - [Scope Item 1] - [Scope Item 2] - [Scope Item 3] - Total: $[Amount] (inc. GST) I know that choosing the right provider for this kind of work is important, so I wanted to address a couple of things clients often ask about: **Timeline:** If we get the go-ahead by [Date], we can have the work completed by [Estimated Completion Date]. Our current availability is [e.g. "good, with a two-week lead time"], but that may change as we book in other projects. **Flexibility:** If the scope or budget does not quite match your needs, I am happy to discuss adjustments. We can often tailor the approach to fit different budgets without compromising on quality. **What happens next:** Once you are ready to proceed, simply reply to this email or sign the quote online at [Quote Link]. We will then send through a confirmation and schedule the kick-off. If you have decided to go in a different direction, I completely understand. I would appreciate a quick note so I can close off the quote on our end. Happy to chat if you have any questions at all. Kind regards, [Your Name] [Your Title] [Company Name] [Phone Number] --- **Complexity:** simple | **Setup time:** 5 minutes | **Tools:** HubSpot, Pipedrive, Xero
How to Use This Template
Follow these steps to get the most out of this template.
Copy the quote follow-up email template below and paste it into your preferred tool or document
Set up automation triggers to populate dynamic fields automatically using your existing tools
Save the customised version as a reusable template in your document management system
Schedule a quarterly review to update the template based on feedback and changing requirements
Train your team on when and how to use this template in their daily workflow
Customisation Tips
Make this template your own with these recommendations.
Remove any sections of the quote follow-up email that do not apply to your specific use case
Connect dynamic fields to your CRM or automation platform for auto-population
Adjust the tone and language to match your brand guidelines and audience expectations
A/B test different versions of this quote follow-up email to optimise performance
Related Templates
Browse more templates that complement this one.
Frequently Asked Questions
Frequently Asked Questions
Need This Template Automated?
Let our Harvard-educated team build this into a fully automated workflow for your business. 50+ Australian businesses already trust Clever Ops.