Quote Follow-Up

Most quotes die from silence, not price.

Praxum automates quote follow-up, reminders, acceptance, and deposit collection—so you win more work without chasing people manually.

What this fixes

  • You send quotes and forget to follow up until it’s too late.
  • Customers “think about it” and go cold.
  • You waste time rewriting the same quote messages repeatedly.

How it works

  1. Step 1

    Quote created

    (Manually or via your system.)

  2. Step 2

    Instant send

    Professional message + clear scope + expiry window.

  3. Step 3

    Follow-up sequence

    Polite nudges at set intervals (with opt-out).

  4. Step 4

    Objection handling

    Common FAQs answered automatically.

  5. Step 5

    Acceptance link

    Customer accepts digitally.

  6. Step 6

    Deposit link

    (Optional) Stripe payment to lock the booking.

  7. Step 7

    Handoff

    Once accepted/paid, trigger booking + job creation + reminders.

What you get

  • Quote follow-up automation with timing rules
  • Quote acceptance + status tracking (sent / viewed / accepted / declined)
  • Deposit collection flow (optional)
  • Objection-handling responses (warranty, timing, scope clarifications)
  • Pipeline reporting: win rate, time-to-close, drop-off points
  • Template library for consistent quoting tone
  • Integration into your CRM/Airtable so nothing is “lost in inbox”

Integrates with

Email (Gmail/Microsoft 365)WhatsApp/SMS (Twilio)Airtable/CRMStripeGoogle/Outlook CalendarZapier/n8nWebhooks

Frequently asked questions

No. They’re short, spaced out, and give the customer an easy yes/no path.

Yes. Any reply can pause/stop the sequence automatically.

Yes. You control timing, tone, and stop conditions.

Yes. Deposits reduce no-shows and lock in serious customers.

Not necessarily. We can start simple, then integrate deeper later.

Yes. It’s especially useful where decision cycles are longer.


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Book a 15-min audit

I’ll show you the exact follow-up sequence to recover dead quotes.