Quote & Estimate Follow-Up Agent
A sent quote gets chased on a schedule instead of dying silently in an inbox.
What it watches
Quotes and estimates sent but not yet accepted or declined
What it does
Follows up on a set schedule after a quote is sent and reports which quotes are going cold
When it asks a human first
If a prospect asks to change scope or price, or explicitly declines, the agent stops the sequence immediately and routes the reply to the rep who sent the quote instead of continuing to chase. The rep who receives it is always the one who originally sent the quote, never a shared queue, so the prospect never has to repeat context to someone new mid-negotiation.
How it works
- 1Reads the quote log
Picks up a sent quote automatically from your quoting/invoicing tool or a CRM webhook — no manual logging needed. It captures the quoted amount and line items at the moment it's read, so later follow-ups reference the actual number sent, not a stale figure from a revised version.
- 2Nudges on a schedule
Day 2, day 5, day 10 — the same follow-up discipline as the Lead Follow-Up agent. The first touch is a light check-in, the second adds a specific question about timeline or next steps, the third is a direct ask for a yes or no.
- 3Never negotiates
Only nudges for a decision; any scope or price conversation is handed to a human immediately, with the full quote history attached so the rep isn't starting the conversation cold.
- 4Stops on decision
An accept, a decline, or a scope question ends the sequence right there — no further automated messages. A decline is logged with whatever reason is given, so a pattern across declines (price, timing, scope) is visible later instead of disappearing into a closed deal.
- 5Marks the quote cold
After day 10 with no response, the quote is marked cold and the rep is notified. Marking it cold never deletes the record — it just leaves the timed sequence, so reopening it later for a seasonal re-pitch is a deliberate choice, not a lost thread.
What triggers it
- · A quote or estimate is sent, read from your quoting/invoicing tool
- · Day 2 with no response
- · Day 5 with no response
- · Day 10 with no response, before marking cold
What you get
- · A scheduled follow-up sent at day 2, 5, and 10
- · A weekly report of quotes going cold
- · An instant handoff to the rep on any scope or price question
- · A cold-quote notification to the rep at day 10
Not the right fit if
Not for businesses that close on the same call the quote is given — there's nothing left to chase. It's also not a fit for quotes with a validity window shorter than the follow-up cadence itself — a same-day materials price that expires by tomorrow needs a fresh quote, not a day-2 nudge on one that's already gone stale.
The math
At ~40 quotes/mo × 5 min, that is roughly 3.3 h/mo — an estimate, not a guarantee.
Frequently asked
It reads from your quoting/invoicing tool (or a webhook from your CRM) — no manual logging needed once it is connected at setup.
Ready to put quote & estimate follow-up agent to work?
Tell us about your setup and we'll confirm it fits within 48 hours.