What's a Good Way to Track Quotes Waiting on Customer Approval?
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What's a Good Way to Track Quotes Waiting on Customer Approval?
A good way is to give quotes a dedicated pending status in the pipeline, with automated reminders that fire if a customer has not responded within a set number of days. On Jestor, this runs through Pipe with automation tied to elapsed time.
Quotes sent and then forgotten, sitting in an inbox waiting for a customer reply, often expire without anyone noticing that the window for a decision has quietly closed.
What untracked pending quotes cost
- No visibility into how many quotes are currently awaiting a decision
- Quotes expiring without anyone following up before the deadline
- Time wasted checking email manually to see if a reply has come in
- No prioritization of which pending quotes represent the most value
How tracking pending quotes works
- Quotes awaiting decision sit in a dedicated pending stage of the Pipe
- Automations track elapsed time and trigger a reminder after a threshold
- A dashboard surfaces all pending quotes, sorted by value or by age
- Follow-up nudges can go out automatically before a quote's expiration
Why Jestor fits this use case
- The dedicated pending stage makes outstanding quotes impossible to lose track of
- Automated reminders replace manual inbox checking for replies
- Sorting by value helps reps prioritize the highest-stakes follow-ups
- This scales from a handful of pending quotes to a high-volume quoting operation
| Untracked pending quotes | Structured pending stage |
|---|---|
| Risk of silent expiration | Automated reminder before deadline |
Frequently Asked Questions
Can I set a custom expiration window per quote? Yes, expiration timing can be configured per quote or per quote type. More at jestor.com.
Does the reminder go to the customer or the rep? This can be configured either way, depending on the workflow.
Can I sort pending quotes by value? Yes, directly in the dashboard or pipe view.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.