Following up on quotes is critical, and we believe it needs to be quick and easy, but still as personal as can be. Studies indicate that you're much more likely to get a response from a more personalized follow up email. (We didn't do the study, but our friends over at intercom have. More info here.)  

NOTE: This follow up template assumes you've sent the customer a quote with a checkout link, and auto-populates a link to load their quote into the cart. If you send quotes w/out checkout links, you may want to have 2 follow up templates. One with the quote link, and one without. Code for both options below ;-)

  • Send a copy of your default quote as PDF attachment with the follow up

☞Note: If you made changes in the draft quote preview window when you originally sent the quote, keep in mind that those changes are not saved, and will not be sent w/ this follow up.

Use Tags & Filtering to Track Follow Ups

This template requires the reps profile information be properly configured. If you don't want to show their profile image, or their direct line, edit the last couple lines by deleting those elements, or replacing them with global store variables.
ie: {{=qn.store.phone}} versus {{=qn.user.phone}}.

(Double click to select all, then copy)

<table bgcolor="#fff" cellpadding="0" cellspacing="0" style="border: 1px solid #e9e9e9; background-color: #fff; border-radius: 3px; font-family: 'Helvetica Neue', Helvetica, Arial, 'Lucida Grande', sans-serif; color: #000;" width="100%">
<tbody>
<tr>
<td style="padding: 0px 10px; vertical-align: top;" valign="top">
<p>Hi {{=text(customer.firstname)}},</p>
<p></p>I wanted to follow-up and see if you needed any changes made, or anything else from me to help get this ordered. Just reply and let me know. I'll be quick to respond!
<p></p>
<p>Here's a link to your quote# <a href="{{=quote.url}}">{{=quote.quote_id}}</a> that you can use to checkout online, or simply give me call!</p>
<p>Thanks so much!</p>
<p></p><i style="font-size: large; font-weight: 400;">{{=user.name}}</i><br></p>
<p><img src="{{=user.profile_img}}" style="border-radius:5%; max-width: 75px;">&nbsp; &nbsp;<img src="{{=store.logo.url}}" style="max-width: 300px;"><br>
<i>{{=text(user.phone)}} // {{=text(user.email)}}</i><br></p>
</td>
</tr>
</tbody>
</table>                                                                              

(Double click to select all, then copy)

<table bgcolor="#fff" cellpadding="0" cellspacing="0" style="border: 1px solid #e9e9e9; background-color: #fff; border-radius: 3px; font-family: 'Helvetica Neue', Helvetica, Arial, 'Lucida Grande', sans-serif; color: #000;" width="100%">
<tbody>
<tr>
<td style="padding: 0px 10px; vertical-align: top;" valign="top">
<p>Hi {{=text(customer.firstname)}},</p>
<p></p>I wanted to follow-up and see if you needed any changes made, or anything else from me to help get this ordered. Just reply and let me know. I'll be quick to respond!
<p></p>
<p>A copy of your quote# {{=quote.quote_id}}&nbsp;is attached.</p>
<p>Thanks so much!</p>
<p></p><i style="font-size: large; font-weight: 400;">{{=user.name}}</i><br></p>
<p><img src="{{=user.profile_img}}" style="border-radius:5%; max-width: 75px;">&nbsp; &nbsp;<img src="{{=store.logo.url}}" style="max-width: 300px;"><br>
<i>{{=text(user.phone)}} // {{=text(user.email)}}</i><br></p>
</td>
</tr>
</tbody>
</table>                                                                                      

(Double click to select all, then copy)

<table bgcolor="#fff" cellpadding="0" cellspacing="0" style="border: 1px solid #e9e9e9; background-color: #fff; border-radius: 3px; font-family: 'Helvetica Neue', Helvetica, Arial, 'Lucida Grande', sans-serif; color: #000;" width="110%">
<tbody>
<tr>
<td style="padding: 0px 10px; vertical-align: top;" valign="top">
<p>Hi {{=text(customer.firstname)}},</p>
<p></p>I wanted to follow-up and see if you needed any changes made, or anything else from me to help get this ordered. Just reply and let me know. I'll be quick to respond!
<p></p>
<p>Here's a link to your quote# <a href="{{=quote.url}}">{{=quote.quote_id}}</a> that you can use to checkout online, or simply give me call!</p>
<p>Thanks so much!<br>
<i>{{=user.name}}</i><br>
{{=text(user.phone)}}<br>
{{=text(user.email)}}</p>
</td>
</tr>
</tbody>
</table>

(Double click to select all, then copy)

<table bgcolor="#fff" cellpadding="0" cellspacing="0" style="border: 1px solid #e9e9e9; background-color: #fff; border-radius: 3px; font-family: 'Helvetica Neue', Helvetica, Arial, 'Lucida Grande', sans-serif; color: #000;" width="110%">
<tbody>
<tr>
<td style="padding: 0px 10px; vertical-align: top;" valign="top">
<p>Hi {{=text(customer.firstname)}},</p>
<p></p>I wanted to follow-up and see if you needed any changes made, or anything else from me to help get this ordered. Just reply and let me know. I'll be quick to respond!
<p></p>
<p>A copy of your quote# {{=quote.quote_id}}&nbsp;is attached.</p>
<p>Thanks so much!<br>
<i>{{=user.name}}</i><br>
{{=text(user.phone)}}<br>
{{=text(user.email)}}</p>
</td>
</tr>
</tbody>
</table>
Did this answer your question?