Sheets
5
Core areas separated
Free Download
Quote Follow Up Sablona
Consultation
Need help choosing a template?
You can adjust only the columns you need. Align the workbook with your existing quotation flow.
Only adjust the columns you really need.
A free Excel template that keeps quotes, follow-ups, and orders in one workbook. On the same page, you can check the matching Web flow.
Free Download
Quotes
Follow-up
Orders
Structure
Traceable
Easy to share
Input
Easy to scale
Easy to adjust
Input example
Quote follow-up operating view
You can check the flow of quotes, follow-ups, and orders at a glance.
Quotes
18/mo
Re-follow
7 records
Pending orders
5 records
Frequency
Daily
Free Download
See what is inside the Excel version first
A free template that makes it easy to organize quotes, follow-ups, and orders in one workbook. After downloading, start by aligning the main columns.
File
Quote Follow-up Template.xlsx
File name：revenue_operations_quote_follow_up_template_en.xlsx
Sheets
5 sheets
Purpose
Quote, follow-up, and order management
Align quotes and follow-ups first to stabilize the workflow.
Keeping orders in the same workbook eliminates the need to search through separate files.
Can also be used as reference material for monthly reports and handovers.
Start by entering the quote and follow-up parameters.
Operating view
How the quotation follow-up flow works in Excel
Keeping quotes, follow-ups, and orders in a single flow makes it easier to avoid omissions.
Step 1
Align schedules
First, organize the quotation parameters and align the daily operating conditions.
Step 2
Gather information
Gather follow-up records to reduce omissions for each owner.
Step 3
Advance progress
Group the necessary checks and approvals into a single flow.
Step 4
Save history
Save history so it supports the next review and reporting.
Screen Mapping
Which Excel fields become which system screens
When you map the sales management data model directly to page designs, the workflow becomes much easier to understand.
Excel element
System element
Notes
Excel element
Quote list
System element
Quotation board
Notes
Helps reduce missed quotations.
Excel element
Follow-up notes
System element
Follow-up timeline
Notes
Makes it easier to track deals waiting for a reply.
Excel element
Re-proposal date
System element
Reminder cards
Notes
Makes it easier to schedule the next contact.
Excel element
Order status
System element
Order dashboard
Notes
Makes it easier to track progress until closing.