Sales playbook
How to follow up after sending a quotation
Move beyond “any update?” with a follow-up that checks understanding and helps the customer decide their next step.
By EngageNet Team · 2 min read
Agree the follow-up while sharing the offer
When you send the quotation, ask when the customer expects to review it. This gives your next conversation a reason and a timeframe. Record the agreed date with the lead. If the customer is only gathering options, acknowledge that stage instead of treating the enquiry as a confirmed purchase that needs chasing.
Check that the quotation answers the request
Start by confirming they received the right document and that the products and quantities match their requirement. A quiet customer may have an unanswered question rather than a price objection. Refer to the specific offer so they do not have to search through earlier conversations to understand what you are asking about.
Ask a useful question
Replace a repeated “any update?” with a question linked to the decision. You might ask whether the delivery requirement has changed or whether they need clarification on a product variant. Keep the message short. A focused question is easier to answer than a list of unrelated requests for confirmation.
Handle revisions as revisions
If the customer requests a change, confirm exactly what needs updating before editing the quotation. Check pricing and other terms through your normal approval process. Share the revised document with a short explanation, and make sure colleagues understand which version is current. Do not assume a request for a discount means the order is confirmed.
Record the outcome, including a pause
Update the EngageNet follow-up notes and lead stage after the conversation. The outcome might be another review date, a confirmed order, a lost opportunity or a request to pause contact. Respect the customer response. A clear record of the decision is more useful than keeping every quotation in an endless cycle of identical messages.