Quote follow-up automation
Most quotes are lost to silence, not price. A well-timed follow-up message can turn a non-reply into a “yes” — and this automation sends it for you automatically.
How the quote follow-up works
When a quote is sent and the customer hasn't responded after 48 hours, Trade2Base automatically sends a friendly follow-up message. If there's still no response after another 48 hours (96 hours total), a second follow-up can be sent. The moment the customer accepts or rejects the quote, the automation stops.
| Time after sending | Action |
|---|---|
| 0 hours | Quote sent to customer |
| 48 hours (no response) | First follow-up message sent |
| 96 hours (still no response) | Second follow-up message sent |
| Quote accepted or rejected | Automation stops — no further messages |
Setting up the first follow-up
Navigate to Automations in the sidebar, then click "New Automation".
This fires whenever a quote status changes to Sent — when you share a quote link or email it to the customer.
Trade2Base checks at the time the action would fire. If the quote has been accepted or rejected before 48 hours, the message won't send.
48 hours is the right balance — long enough that you don't seem impatient, short enough that you're still top of mind.
WhatsApp is more likely to be read. Email is better for commercial customers. Pick the channel that matches your customer relationship.
Keep it helpful and light. You're not chasing — you're checking in. See the recommended template below.
Toggle to Enabled. Every sent quote will now automatically get a follow-up if the customer hasn't responded.
Recommended message tone and template
The single biggest mistake in quote follow-ups is sounding pushy or desperate. Your goal is to be helpful — give the customer a reason to reply, not a reason to feel pressured.
First follow-up (48h)
Hi {{customer_name}}, just checking in on the quote I sent over for {{job_title}}. Happy to answer any questions or adjust anything if needed. You can view it here: {{quote_link}}
Thanks, {{company_name}}
Second follow-up (96h)
Hi {{customer_name}}, following up one more time on the quote for {{job_title}}. If the timing isn't right or you've gone in a different direction, no worries at all — just let me know. Quote link: {{quote_link}}
{{company_name}}
Tips for better conversion
Use the {{quote_link}} merge tag so the customer can open the quote directly from the message. Removing the friction of finding the original email significantly increases response rates.
Two automated follow-ups is the right limit. More than two starts to feel like spam and can damage your reputation with the customer. After the second follow-up, mark the quote as “No response” and move on.
Measuring conversion lift
After running the automation for a month, compare your quote acceptance rate (accepted quotes ÷ sent quotes) against the previous month. Most Trade2Base users see a 15–25% improvement in conversion after enabling automated follow-ups, simply because customers who had forgotten about the quote are brought back into the conversation.
Set up quote follow-up automation in Trade2Base and start converting more of your pipeline — free to try.
Get started freeStill need help? Contact support