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Templates / Deals

Quote follow-up email

Account executives and founders

Send this a couple of days before the quote actually expires. Say what happens to the numbers on that date. Do not threaten. Do not resend the PDF as the first move.

The email

Subject. Holding the quote

Hi — the quote I sent expires on Friday. After that the numbers change, and I do not want that to be a surprise.

If you want the figures held, I can usually keep them for another week. If you are ready, I will send the agreement. If it should lapse, I will close it.

Should I hold this quote?

  • Hold it
  • Ready to go
  • Let it expire

In Gmail these are buttons. The recipient clicks one. The answer comes back to the thread. They do not install anything.

Before you send. Change Friday to the real expiry. Only promise a hold you can actually give. If the price cannot move or stay, delete the hold button and say so in the second paragraph.

Why this gets more replies

Quotes expire in inboxes because “we should look at this” has no owner and no button. Naming the date, and offering a hold, turns a vague deadline into a choice. Letting it expire is a useful answer. It stops you from treating a dead number as a live deal.

FAQ

What if they click Hold it and then go quiet again?

You held it for the week you offered. At the end of that week, send the breakup, not a second hold.

Should procurement get this?

Send it to the person who asked for the quote. If they are not the buyer, the right-person email is the one that belongs to their colleague.

Use this in Gmail

Free for 50 sends a month. The other person does not install anything.