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Reminders per quote
Configurable per quote: 7 days after sending, 21 days, 60 days. Sales person is notified with context.
Quote follow-up: no proposal slips through.
With teamspace you follow up on open quotes automatically. Reminders, status tracking and hit-rate analysis per client. Part of the [invoicing software](/invoicing-software/), no extra module fee.
What follow-up software has to do
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Status tracking
Sent, viewed, accepted, declined, in negotiation. Status is updated automatically or manually.
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Hit-rate analysis
Hit-rate per sales person, per industry, per deal size. Which quotes are won, which are not, and why?
Features around quote follow-up
Reminders
- Automatic reminders
- Notification to the responsible sales person
- Escalation to sales management
- Mail templates for follow-up messages
- Phone notes from follow-up calls
Analytics
- Hit-rate per sales person
- Average negotiation duration
- Loss-reason statistics
- Pipeline forecast from open quotes
- Quarterly trend
What quote follow-up delivers
Once a quote has been sent, the second sales phase begins: following up. Classically managed in Excel sheets or Outlook calendars — with the side effect that many quotes slip through without a single nudge. teamspace automates the process.
Reminders with context
Per quote, the system configures reminders: 7 days after sending (polite first nudge), 21 days (ask about the decision), 60 days (set status to ‘lost’ if no response). Sales people receive notifications with the relevant context: client, deal size, content of the quote.
Hit-rate analysis
Out of the data the hit-rate emerges per sales person: how many of the quotes sent are accepted? Quarterly trend, comparison across industries and deal sizes. Loss-reason statistics (price, competition, timing, requirements) help the team learn.
Connection to the CRM
Follow-up is part of lead management and the CRM software. From the lead, a quote is derived, follow-up scheduled automatically. On acceptance the order is created, the lead set to ‘won’.
Reviewed in a requirements check
You are considering whether teamspace can structure quote follow-up in your organisation? In a 15- to 30-minute meeting we walk through your follow-up rules and sales escalation paths.
Frequently asked questions on quote follow-up
When are reminders triggered?
Configurable per quote. Defaults: 7 days after sending for a polite first reminder, 21 days to ask about the decision status, 60 days to set the quote to 'lost' if no response.
How does the hit-rate analysis work?
Per sales person, the system counts quotes sent, accepted and declined. Hit-rate is the ratio. Quarterly trend, comparison across industries and deal sizes.
Can we store mail templates for follow-ups?
Yes, per client group or sales stage. When the reminder fires, the matching template loads, with salutation, reference to the quote and a friendly nudge.
How does this connect to the CRM?
Leads and pipeline live in the CRM module. From the lead, a quote is derived, the follow-up scheduled automatically. More on lead management.
Quote follow-up, reviewed in 15 minutes.
In the requirements check we walk through your follow-up rules and sales escalation paths.