> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/quote-followup.md).

# Quote Followup

Email clients automatically a set number of days after a quote is created, or before it expires, until the order is placed.

Quotes are often lost because nobody followed up. A quote follow-up in OrderEazi emails the client automatically, a set number of days after the quote is created or before it expires. Follow-ups stop once a Sales Order is created, so clients whose order is going ahead aren't chased.

### Before you start

You'll need the **Quote Followup** permission, in the **Settings** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.

You'll also need an email template for the follow-up. Templates are set up under **Custom Messages**, in **Integrations** > **Messaging**. See [Default and custom messages](/central/order-management/integrations/messaging/default-and-custom-messages.md).

### How to set up a follow-up

1. In the main menu, go to **Settings** > **Quote Followup**.
2. Select **Add Quote Followup**.
3. On the **Manage Template** tab, enter the **Followup Subject**, and choose the email template under **Select Message Template For Followup**.
4. In **Followup Email Address**, enter the address to send from, or leave it blank to send from the sales rep's address.
5. On the **Trigger** tab, enter the number of days and choose when to send: **day(s) after the quote has been sent**, or **day(s) before the quote is going to expire**.
6. Tick **Include the quote as an attachment on the email** to add a link to the quote. The email carries a link the client can open, not a PDF file.
7. To limit the follow-up to some clients, choose them under **Send followup to these specific clients**, or exclude some under **Send followup to all clients except**. Leave both blank for every client.
8. Select **Save**.

You see "Successfully saved quote followups". You can add more than one follow-up, such as a reminder after 3 days and another before the quote expires.

### How follow-ups are sent

* **When they're planned:** As soon as a quote is created, OrderEazi plans each follow-up that applies. "After the quote has been sent" counts from the day the quote is created.
* **Expiry:** A follow-up before expiry is skipped for quotes with no expiry date.
* **Sending:** Follow-ups are sent to the project's client email. The subject is your subject, followed by the project and quote numbers.
* **Newer quotes:** A new quote on the project replaces the follow-ups planned for the older quotes.

**Example:** You set up one follow-up 3 days after the quote is sent, and another 2 days before it expires. A rep creates a quote on 2 June that expires on 16 June. On 5 June, the client gets an email titled "Following up on your quote - PRO004512 - QUO001203". The client places the order on 9 June and the Sales Order is created, so the follow-up planned for 14 June is never sent.

### How follow-ups stop

Follow-ups stop when:

* **The order goes ahead:** A Sales Order is created on the project.
* **The project is cancelled:** The project, or its quote, is cancelled.
* **They're turned off:** **Disable Followups** is ticked on the project, or on the sales rep's user.

> **Note:** A client approving the quote online doesn't stop follow-ups on its own. They stop when the Sales Order is created.

### Related pages

* [Edit User](/central/order-management/settings/manage-users/edit-user.md): turn off follow-ups for one rep
* [Project details](/central/order-management/projects/project-details.md): turn off follow-ups for one project