An estimate follow-up workflow that respects the client
Keep proposed work moving without turning every unanswered estimate into an awkward sales chase.
Make the estimate decision-ready
Confirm scope, assumptions, price, taxes, timing, validity and acceptance conditions.
Record decision context
Note the approver, expected decision date and any known internal customer process.
Use restrained follow-up
Schedule contextual reminders without false urgency or repeated daily messages.
Preserve revisions and close the loop
Keep material document versions and close proposals that are no longer active.
Explore all plugins, explore all features or create a free account.