TEMPLATES
Templates
Don’t fancy starting from scratch?
Discover practical templates for proposals, follow-ups, sales processes and customer communication.
TEMPLATES
Build it right once. Use it again and again.
Create your own proposal templates for different products, services or sales processes.
That way your team never starts from scratch and every proposal follows a consistent structure.
Ready-made blocks and templates are also available in German and English.
Templates by industry
FOLLOW-UPS
Three e-mail templates for following up
- Template 1Friendly reminder
Use this template a few working days after sending, if you have not agreed a later date for a response.
Subject: Quote [quote number] for [project]: any questions?
Dear [Title] [Surname] On [date] I sent you quote [quote number] for [project]. Is there any information you still need in order to assess the proposal? I would be happy to clarify any open points by e-mail or in a short call. If you do not have the quote to hand, I would be glad to send it to you again. A short reply is all that is needed. Kind regards [Your name]
- Template 2Follow-up with added value
Use this template for a further contact when you can provide specific additional information on an option you quoted for.
Subject: Additional information on [option] – quote [quote number]
Dear [Title] [Surname] I have some additional information for you regarding our quote [quote number] for [project]: [Specific additional information about the option and its benefit for the project] Does [option] suit your plans, or would you like me to revise the quote without this item? You are welcome to let me know your preference by e-mail. I would also be happy to explain the differences in a short call. Kind regards [Your name]
- Template 3Closing with an open door
Use this template as your last contact if your previous follow-ups have gone unanswered.
Subject: Quote [quote number]: no further follow-up for now
Dear [Title] [Surname] I have not yet received a response regarding quote [quote number] for [project], so I will not follow up any further for now. If the project becomes relevant again later, please do get in touch. We can then discuss together whether the services quoted and the schedule still fit. Thank you for our exchange so far. Kind regards [Your name]
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