Quote Acceptance, Expiry and Follow-Up: Close Deals Faster
Between sending a quote and receiving acceptance sits the most fragile part of a sale. Dates and follow-ups decide whether that gap is a few days or a lost deal.
1. Set an Expiry Date on Every Quote
A validity date (usually 14 to 30 days) protects you from honoring old prices and creates a natural decision deadline for the buyer.
2. Make Acceptance Explicit
Tell the client exactly how to accept: reply to the email, sign the quote, or approve a purchase order. Ambiguity here causes lost quotes and scope arguments.
3. Follow Up With a Rhythm
- Day 2–3: gentle check-in, offer to answer questions.
- Mid-validity: recap the value and confirm availability.
- Near expiry: note the deadline and offer to extend if needed.
4. Turn Acceptance Into Action
The moment a quote is accepted, confirm the start date, send the contract, and issue the invoice. Speed after “yes” is what separates winners from also-rans.
Quote with clear validity and acceptance terms using the free Quote Generator, then convert acceptance into payment with the Invoice Generator.
Frequently Asked Questions
When should I follow up on a quote?
Follow up within 2 to 3 business days of sending, then again as the expiry date approaches. A polite reminder that the price and availability hold is often all the nudge a buyer needs.
Can a client accept a quote after its expiry date?
Only if you agree to it. If costs or availability have changed, issue a revised quote rather than honoring a stale price.
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