Quote follow-up on WhatsApp
Give every quote a next step
A quote sent on Friday. A reply on Monday. A different rep handling the chat. With Piyion, your team can review the conversation, see what is still pending and agree on the next step with the customer.
Which quotes need a reply this week?
Use stages that match your team’s process, such as Quote sent, Changes requested and Awaiting decision. Open each opportunity to review the conversation before contacting the customer.
Assign an owner
Assign the conversation to the rep who will follow up on the proposal.
Record the pending details
Use internal notes to capture the customer’s questions and the next contact you agreed on.
Update the opportunity
Move the opportunity as the customer requests changes, confirms the purchase or declines the proposal.
How a rep picks up a quote
For example, a company asks for 40 units delivered to two locations. The rep sends the quote on WhatsApp, moves the opportunity to Quote sent and adds an internal note.
Purchasing will review it on Thursday. Confirm the delivery cost for the second location.
When the team follows up, the rep can review that context and write with a specific reason to continue the conversation.
Hi Laura, I have the delivery cost for both locations. Would it help if I split the proposal by location for purchasing to review?
Illustrative workflow. Adapt the stages and message to your business.
See your quote follow-up in Piyion
Tell us what you sell and where your proposals tend to stall. In the demo, we can walk through that process with you, from sending a price to the rep’s next contact.
A useful next action after sending a proposal
“Follow up” is not specific enough. Record what to review, with whom and when: scope, an objection or timing. Check the customer’s latest reply before sending a reminder.
- Opportunity owner.
- Proposal version received.
- Open decision point.
- Agreed action and date.
- Outcome or closure reason.
Use clear pipeline stages. If a related need emerges, consider the cross-selling examples before presenting another offer.
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