Quotation Follow-up and Acceptance Letters

A complete follow-up sequence for quotations and proposals – from a first friendly check-in to an honest expiry notice – plus revised quote, order acceptance and “thank you anyway” letters.

Editable Word document
14
10pages
Guidance notes included
aml consultancy solutions

Sales & marketing

Quotation Follow-up and Acceptance Letters

About this document

What it’s for

Six ready-to-send letters (which also work as emails) that turn more quotations into orders without being pushy: three follow-up stages, a revised quotation letter, an acceptance confirmation that clearly records the contract, and a courteous reply when a customer says no.

When to use it

  • After sending a Quotation with Terms or a proposal
  • When a customer accepts and you need to confirm the order in writing
  • When a customer asks for changes, or decides not to go ahead

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Suggested follow-up timetable
  • What happens next

How to complete it

  • Follow the suggested timetable on the next page, adjusting it to your sales cycle
  • Choose the Option A or Option B paragraphs that fit and delete the others
  • Use the consumer paragraphs in Letter 5 if the customer is an individual
  • Keep a copy of each letter on the customer’s file or in your CRM

Key points to check

  • Only state an expiry date or price change that is genuine
  • Letter 5 can form part of the contract – check its details against the quotation

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Sales & marketing

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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