Use cases · Sales
Quote and proposal follow-up
Track every quote or proposal that has gone out, draft a timely follow-up for each one, and give the owner a short weekly list of open deals that need a call.
Where it starts
The trigger.
A quote or proposal is sent and the customer has not replied.
How it runs today
- Quotes go out and follow-up depends on someone remembering.
- Open quotes live in email threads, spreadsheets and the CRM.
- Deals go quiet without anyone deciding to close them out.
The workflow
Four bounded steps.
Each step has an owner and a stop rule.
- 01 / Track
Record each sent quote with its value, contact and send date from email or the CRM.
- 02 / Draft
Prepare a short, specific follow-up at the agreed interval for the owner to send or edit.
- 03 / Summarize
Send a weekly list of open quotes, with the ones that need a call at the top.
- 04 / Close out
The owner marks each quote won, lost or still open, with a reason.
Where people stay in control
Approval points.
- The owner approves or edits every message before it is sent.
- No automatic discounts or price changes; pricing decisions stay with a person.
How we would measure it
Against a baseline.
Measured before and after, on the same work.
Share of quotes followed up on time.
Time from quote sent to decision.
Quotes closed out with a recorded reason.
Related
Go deeper.
More use cases
Other places to start.
Lead intake to CRM
New inquiries are enriched, summarized and written to the CRM with a suggested next step, and the right person is alerted.
See the workflow SalesA website agent that qualifies leads
A chat agent on your site answers questions from approved content, asks the qualifying questions your team would ask, and books or routes the lead with a summary.
See the workflow SalesProposal and RFP first drafts
Draft proposals and questionnaire answers from your approved past answers, so the team edits a strong first draft instead of starting blank.
See the workflowAn illustrative workflow pattern, not a result from a specific customer.
Bring the messy version
One workflow.
A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
---
title: "Quote and proposal follow-up: AI Use Case"
description: "Track every quote or proposal that has gone out, draft a timely follow-up for each one, and give the owner a short weekly list of open deals that need a call."
url: https://lidvizion.ai/use-cases/quote-follow-up/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---
[Use cases](https://lidvizion.ai/use-cases/) · Sales
# Quote and proposal follow-up
Track every quote or proposal that has gone out, draft a timely follow-up for each one, and give the owner a short weekly list of open deals that need a call.
[Talk through this workflow](https://lidvizion.ai/contact/?need=ai-workflow&from=%2Fuse-cases%2Fquote-follow-up%2F#write) · [Automate the repeatable](https://lidvizion.ai/services/automation/)
Where it starts
## The trigger.
A quote or proposal is sent and the customer has not replied.
How it runs today
- Quotes go out and follow-up depends on someone remembering.
- Open quotes live in email threads, spreadsheets and the CRM.
- Deals go quiet without anyone deciding to close them out.
The workflow
## Four bounded steps.
Each step has an owner and a stop rule.
1. 01 / Track
Record each sent quote with its value, contact and send date from email or the CRM.
2. 02 / Draft
Prepare a short, specific follow-up at the agreed interval for the owner to send or edit.
3. 03 / Summarize
Send a weekly list of open quotes, with the ones that need a call at the top.
4. 04 / Close out
The owner marks each quote won, lost or still open, with a reason.
Where people stay in control
## Approval points.
- The owner approves or edits every message before it is sent.
- No automatic discounts or price changes; pricing decisions stay with a person.
How we would measure it
## Against a baseline.
Measured before and after, on the same work.
### Share of quotes followed up on time.
### Time from quote sent to decision.
### Quotes closed out with a recorded reason.
Related
## Go deeper.
- [Automate the repeatable](https://lidvizion.ai/services/automation/): Give recurring work an owner, a trigger, and a stop rule.
- [Client vs. server: where code runs](https://lidvizion.ai/resources/basics/backend-client-vs-server/): What belongs in the browser or app, and what must stay on a server you control.
- [Follow up on every quote](https://lidvizion.ai/guides/follow-up-on-every-quote/): A four-step routine to track every quote or proposal you send, follow up on time with a message that adds value, and close each one out with a recorded reason.
- [How to automate quote follow-up](https://lidvizion.ai/answers/how-to-automate-quote-follow-up/): How can a sales team automate quote follow-up without sounding robotic?
More use cases
## Other places to start.
[All use cases](https://lidvizion.ai/use-cases/)
- [Lead intake to CRM](https://lidvizion.ai/use-cases/lead-intake-crm/): Sales New inquiries are enriched, summarized and written to the CRM with a suggested next step, and the right person is alerted.
- [A website agent that qualifies leads](https://lidvizion.ai/use-cases/website-lead-qualification-agent/): Sales A chat agent on your site answers questions from approved content, asks the qualifying questions your team would ask, and books or routes the lead with a summary.
- [Proposal and RFP first drafts](https://lidvizion.ai/use-cases/proposal-and-rfp-drafting/): Sales Draft proposals and questionnaire answers from your approved past answers, so the team edits a strong first draft instead of starting blank.
An illustrative workflow pattern, not a result from a specific customer.
Bring the messy version
## One workflow. A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
[Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)