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

Video Overview

Automated Follow Ups (Coming soonish ;)

We have not yet automated the workflow within the app, but recent changes to the BigCommerce API and to the QN architecture have made it such that it will now be possible to do with greater accuracy. There is no planned release date, but it is on our roadmap. Feel free to reach out for updates. You can do automated follow ups with logic by utilizing our Private Zapier Plugin and/or API. Note that currently our API is only available on our Enterprise plan offering. Please reach out if you have a need for it and are on another plan level.

The semi-automated method using Tags & Filtering to Track Follow Ups

  1. Setup your Follow Up templates if you don't have them in your account already (See below)

  2. Setup the tags to track your follow ups

  3. Tag quotes as you send the quote with the specified follow up tag.

  4. Filter for quotes that need followed up on.

  5. Update the tag to followed up.

  6. Send the follow up

  7. Close those deals!

  8. Train your sales reps on how to use follow ups, and make sure their profiles are up to date if using rep specific variables in the follow up template.

Suggested Tags (Learn how to create and edit tags here)

  • Follow Up 1Wk

  • Follow Up 2Wk

  • Follow Up 3Wk

  • 1Wk Sent

  • 2Wk Sent

  • 3Wk Sent

Tag the quote as you send them

  • Before you send a quote the first time, add a tag with a follow up interval. Typically this would be the 1Wk, 1day, etc. that you've set up.

  • You typically want to do this before sending the quote as we're going to immediately redirect you to the inbox when you hit send.

Once a day, once week, etc. filter your quotes using the tags plus any other parameters.

  • For example I would typically set a filter for my user, a date range, and then select the follow up tags.

  • If the volume is low, or you're the only user, you can also just scroll through the quotes, and quickly start clicking in to the older ones, and firing off follow ups.

  • Do what works best for you :)

Send your follow up, and update the tags

  • Before you send the follow up, set the next interval that you'd want to follow up, in, and a tag that you've sent the follow up.

  • As when you initially sent the quote, you want to update these tags before sending since you'll promptly be redirected to the inbox.

  • If you forget, you can always click back into the quote and update it. It's just slightly less efficient!

Recommended Template Setup (Send with attached copy of quote) & With Custom Subject Line

  • Send a copy of your default quote as PDF attachment with the follow up This requires your QN plan have PDF feature enabled. If you do not have PDF Quotes as an option, we recommend sending just the follow up email. It's arguably just as effective.

☞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. It's best to make those changes using the fields on the quote. If you really need to send the edited / marked up previous version of the quote, you can download that previous pdf copy, and upload it as a file attachment. (This should be a rare circumstance. If this is a recurring requirement, it's best to make edits to your template, or each out, and we probably have some suggestions to help save that extra work)

Sample settings for a follow up template:

  • 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>                                                                              

  • 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>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>
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