Our quotes expire without anyone following up.
How do you follow up sales quotes consistently?
Quote follow-up means seeing quotes near expiry every day and getting back to the customer in time. The iyibir Workforce Quote Follow-up Specialist finds quotes near expiry, drafts the reminder and puts it before you for approval, bringing you the ones that need a decision.
Why it happens
- After a quote is sent, follow-up depends on the rep's memory.
- Expired quotes close without anyone noticing.
- No single place shows which quote is at which stage.
How to fix it
Sort by expiry
See open quotes by end date every day.
Get back in time
Send a short reminder before the quote expires.
Record the outcome
Keep accepted, rejected or revised on the quote itself.
Frequently asked
Questions on this topic
- Does the agent change the quoted price?
- No. The agent only reads Logo and changes nothing on the quote.
- Which Logo product does it work with?
- iyibir Workforce works with Logo Edge.