Quotes
24
Easy to review
Free download
A free Excel template for tracking quotations, follow-up dates, response status, and expected closing in one place.
Consultation
Need help choosing a template?
If you want to fit the quotation columns to your current sales flow, we can help you decide what stays in Excel and what should move to the web. We can tune the layout to match the way your team actually works.
We can tune the columns to match the way your team works.
Keep quotations, follow-up timing, response status, and expected closing in one workbook. Use the template to see which quotes still need attention and which ones are moving forward.
Free download
Quotation
Follow-up
Status
Due today
6
Quick to spot
Handover
Clear
Simple to share
Snapshot
Quotation follow-up at a glance
See which quotations still need follow-up and which ones are waiting on a response.
Open quotations
18
Waiting on reply
7
Free download
Check the workbook layout first
A free Excel template that keeps quotations, follow-up timing, response status, and expected closing in one workbook. Start by aligning the quotation columns with your current sales process.
File
sales_operations_quotation_follow_up_log_template_en.xlsx
Sheet count
5 sheets
Use case
Quotation follow-up management
Quotation dates and follow-up timing stay visible.
Response status is easier to share across the team.
Start with the quotation and next-action fields.
Excel workflow
How the workbook keeps quotations moving
Record each quotation, set the next follow-up, and update the response status so the team knows what needs attention.
Step 1
Register the quotation
Log the quotation as soon as it is issued so the next action does not get buried in email.
Step 2
Set the next follow-up
Set the next follow-up date right away so overdue quotes are easy to spot.
Step 3
Update the response status
Update the response status and expected closing so the pipeline stays accurate.