The 30 day quote follow-up window

Quotes rarely go cold because the price was wrong. They go cold because nobody went back. A quote follow-up is the cheapest work in the sales process: the pricing is done, the customer already asked, and all that's left is a call.

It still gets skipped more than any other step. Once the PDF is sent, the job feels finished.

We treat sending the quote as the start of a 30 day clock.

A quote is a deal with numbers attached

In Liteo the quote isn't a separate document in a folder. It sits on the deal, next to the value, the stage, and the next follow-up.

The lines come from your catalog. Every product and service is saved once with a category, a SKU, a unit, and a price. Add the lines to the deal, set quantities, apply a discount per line if you want, and the total does itself. Tax reads net or gross, whichever way you quote.

Then it goes out as a PDF. The sent version locks, so what the customer received stays as it was. Change something afterwards and you get a new revision with its own number.

That matters when someone rings 3 weeks later to argue about a line. You're both looking at the same document.

Validity days do the asking for you

Every quote carries validity days. It's a small field and it changes the conversation.

An open-ended quote invites an open-ended decision. A quote valid for 30 days gives your follow-up call a reason: the window is closing.

Pick a number you'd hold to. If your material costs move every quarter, 30 days makes sense. If they don't move, 60 is fine. A validity period you'd extend forever teaches people to ignore it.

The quote follow-up needs a task

The follow-up task gets created when the quote is sent, by the same person, in the same minute.

Doing it at the end of the day doesn't work. Neither does Friday, when someone reviews the board. The gap between sending the PDF and writing the task is where quotes go quiet.

In Liteo that task belongs to the deal, has one assignee, and has a date. A task assigned to the whole team gets done by nobody.

How to do it in Liteo

1. Save your products and services in the catalog, each with a SKU, a unit, and a price.
2. Open the deal and add the lines you're quoting.
3. Set quantities, line discounts, and how tax should read.
4. Set the validity days on the quote.
5. Send it as a PDF. The sent version locks at that point.
6. Create the follow-up task on the same deal before you close the tab. Give it an owner and a date inside the validity window.
7. Move the deal to your Quote sent stage.
8. When you hear back, mark the quote accepted or declined on the deal.

A rule can do step 6 for you. Set one on the stage move, and reaching Quote sent creates the follow-up task and sets the owner. It only runs when the deal moves, so nothing fires on a timer.

What a won quote turns into

An accepted quote can be logged as an installation at the site, with its own next service date.

The next quote for that customer starts from the record. Same catalog, same site, and a history of what's already there.

Set your validity days, write the task before you close the tab, and the quote follow-up stops depending on someone remembering.

See how catalog and quotes work, or find the line items and prices set up for your trade on our industry pages.