Estimates
Estimate Follow-Ups
Follow up on pending estimates automatically or manually in WaffleInvoice, so quotes awaiting client approval do not go cold and you win more work.
3 min read
Why follow-ups matter
Most clients who do not respond to an estimate immediately are not saying no. They forgot, got busy, or assumed you would follow up. A timely follow-up significantly increases the chance of approval without requiring you to remember to do it manually.
Auto follow-ups (Pro)
When auto follow-ups are enabled, WaffleInvoice automatically sends a follow-up email to the client after a set number of days with no response.
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Go to Settings in the left sidebar.
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Click the Invoicing or Automation tab.
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Find the Estimate Follow-ups section.
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Toggle on auto follow-ups.
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If you are on the free plan, you will see an upgrade prompt.
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Save your settings.
Auto follow-ups only fire once per estimate. If the client still has not responded after the follow-up, use the manual follow-up button to send a second message.
Manual follow-up
You can send a follow-up on any estimate at any time, regardless of plan.
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Open an estimate that is awaiting approval.
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Find the "Send follow-up now" button on the estimate detail page.
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Click it. The follow-up email is sent immediately.
Follow-up status badge
On the estimate detail page, a badge shows whether a follow-up has been sent and when. For example, "Follow-up 1 sent 2 days ago" lets you see at a glance whether any follow-up action has already been taken without digging through sent emails.
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