Quotations

How to follow up on a pending quotation

SokoWise TeamSokoWise Team
••1 min read
How to follow up on a pending quotation

A customer may need clarification, more time, or approval from someone else before deciding on your quotation. A thoughtful follow-up gives them an easy way to respond without pressuring them.

Agree on the next step when you send it

When you share a quotation, explain how long the prices are valid and invite the customer to ask questions. If there is a date by which you need a decision, say why and make sure it is realistic.

Follow up with a useful question

Choose a follow-up time that fits the customer's decision process. Keep the message brief and refer to the quotation so they can find it easily.

Hi Customer, I’m following up on quotation number for project. Do you have any questions about the scope, timing, or price? I’m happy to clarify.

If they mention a concern, respond to that point. If they need more time, agree on when it would be useful to check in again. Avoid adding a discount or deadline unless you are prepared to honour it.

Keep the quotation status current

Record when you sent the quotation and any conversation about it. SokoWise lets you review quotation activity and set validity dates. Use those details to decide which customers need a follow-up; a view or status update does not tell you why someone has not replied.

If you do not hear back after a reasonable follow-up, close the loop politely and leave the door open for later. See SokoWise quotations for ways to create, share, and track quotations.

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