Bulk campaign or voice broadcast
Quotation Follow-Up Calls for B2B and Projects
Quotation follow-up calls phone each prospect a few days after you send a quote, check they received it, answer questions on scope and price, and record whether the decision is a yes, a no or a wait. Outpero runs them as a bulk campaign from your quote list, so no quotation goes quiet for lack of a call.
* Time from the lead reaching Outpero to the first ring, under normal conditions. It depends on how quickly your lead source delivers the lead.
At a glance
Quotation Follow-Up Calls for B2B and Projects: the short version
| How it works here | |
|---|---|
| How it starts | Works through a list you upload or schedule |
| Languages | Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English |
| It captures | Quotation received and read (yes or no), Decision status (won, lost, on hold), Decision maker and other stakeholders, Expected decision date |
| You measure it by | share of sent quotations with a recorded decision status within ten days |
| Cost | No setup fee · from ₹5/min · number ₹649/month · Prices exclude 18% GST |
Why quotation follow-up calls breaks when people do it
A B2B salesperson sends dozens of quotations a month for machinery, interiors, construction materials, software or events, and the follow-up depends on their memory. A quote that was emailed on a Friday sits unopened in a procurement inbox, the buyer is waiting for a second vendor's price and the salesperson thinks no news is bad news. By the time anyone calls, the order has gone to a competitor who phoned on day three. Managers also have no clean record of why quotes are lost, so pricing and scope never improve.
Step by step
How it works
- 01Upload the open quote list with company, contact person, number, quote value, date sent and product or project.
- 02Schedule follow-ups, for example on day three and day ten after the quote, inside business hours with retries for unanswered calls.
- 03The agent asks whether the contact received the quotation for the named project and whether they have had time to look at it.
- 04It records questions on scope, delivery or price, who else is involved in the decision and the expected decision date, and books a call with your sales lead if a discussion is needed.
- 05Each outcome, including won, lost to a competitor, on hold and revised quote requested, reaches your dashboard and webhook so the sales team acts only where a person is needed.
Hear how a call goes
A sample quotation follow-up calls call
An interior design firm in Delhi follows up on a quotation sent to an office client ten days ago. · Runs in Hindi with English words such as 'quotation', 'scope' and 'revised'; shown here in English.
- Outpero AIHello, this is an AI assistant calling from Anand Interiors. Am I speaking with Mr. Sharma?
- CallerYes, Sharma here.
- Outpero AISharma ji, we sent you the quotation for your Nehru Place office project ten days ago. Did you receive it and have a chance to look at it?
- CallerI got it. The price is higher than what another firm has quoted me.
- Outpero AIThank you for being open about that. Was the difference in the overall price or in particular items of the scope?
- CallerMostly the false ceiling and the workstation fittings. Also my director, Mr. Bansal, has to approve it.
- Outpero AIUnderstood. I will note the ceiling and workstation items, and that Mr. Bansal approves. When do you expect a decision?
- CallerBy the end of next week, I think.
- Outpero AIThank you. Would you like our project lead to call you to discuss a revised quotation on those two items?
- CallerYes, ask him to call on Monday afternoon.
Captured: quotation received and read, status on hold, objection (price on false ceiling and workstation fittings), another firm has quoted, decision maker Mr. Bansal, expected decision end of next week, revised quote requested, call with the project lead booked for Monday afternoon. No price or discount was discussed by the agent.
An example written to show the shape of the call, not a recording or a customer result.
What it captures on every call
Measured on: share of sent quotations with a recorded decision status within ten days.
Connect it
How the trigger reaches Outpero
| Where it comes from | How it gets to the agent |
|---|---|
| Quotation register in a spreadsheet | Keep open quotes in a sheet with company, contact, value and date sent, and upload or sync it before each follow-up round. |
| Billing or ERP export | Export the day's sent quotations from your accounting tool as a CSV and upload it so follow-ups start from the real list. |
| CRM workflow | A workflow that triggers when a quote's status is 'sent' for three days sends the record to Outpero as a follow-up call. |
| Webhook back to the CRM | Outcomes such as on hold, lost to a competitor or revised quote requested are posted to your webhook to update the deal stage. |
| Sales lead calendar | When a discussion is needed, the agent books a call with the project lead in the slots you open in the calendar. |
Results go back out the same way: a webhook you provide, or a live spreadsheet or API call mid-call. WhatsApp messages and calendar bookings are opt-in per employee.
Opening line
How it opens the call
नमस्ते शर्मा जी, मैं Anand Interiors से बोल रही हूँ। हमने आपके office के project का quotation पिछले हफ़्ते भेजा था — क्या आपको मिल गया, और कोई सवाल है?
“Hello Sharma ji, I am calling from Anand Interiors. We sent the quotation for your office project last week. Did you receive it, and do you have any questions?”
The same call runs in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English.
Price it
What quotation follow-up calls would cost you
Estimate: quotation follow-up calls
Defaults are an example for quotation follow-ups, not a promise. Change any number to match your business.
Calls that actually connect — unanswered calls are not billed.
1 channel is included with your number; each extra is ₹649/month.
- Talk time per month
- 1,560 min
- Calling (₹5/min)
- ₹7,800
- Number + 1 channel
- ₹649
- Subtotal
- ₹8,449
- GST (18%)
- ₹1,521
About ₹11 per connected call before GST.
Run it well
What to track — and what goes wrong
| Track | How to read it |
|---|---|
| Quotes read against quotes sent | If many quotes are unread, the problem is delivery or the email address, not the pricing. |
| Objection categories | Count price, scope, delivery and other objections, which tells you whether to change the quote template or the process. |
| Decision makers identified | Check how often a second decision maker is named, because deals stall when that person never sees the quote. |
| Revised quote requests against wins | Compare the revision requests with the quotes eventually won, to see whether revising actually closes the gap. |
- !Following up before the client has had time to read the quote, which only irritates them.
- !Letting the agent offer discounts or promise a revised price.
- !Treating every contact as the decision maker, instead of asking who else must approve.
- !Never feeding the lost-to-competitor reason back to whoever writes the quotes.
Not for large, relationship-driven projects where a senior person should make the follow-up call personally. It is also a poor fit if your quotations are not recorded anywhere that Outpero can read.
Questions people ask
When should a quotation be followed up?
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A first follow-up on day two or three confirms the quote arrived, and a second around day ten catches decisions that are stuck. Calling the next day feels pushy and waiting a month means the order has moved. Schedule both waves in the campaign so every quote gets the same discipline whatever the salesperson's workload.
Can the AI negotiate price or change the quote?
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No. It records the objection, such as price, scope or delivery time, and the buyer's expected decision date, then passes it to your sales lead. Negotiation and revised quotes remain a human decision. The call can also book a time with the lead or transfer the call to your team if the buyer wants to talk immediately.
Will it work for large project and tender quotes?
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It suits the follow-up layer, not the relationship. For high-value projects the agent confirms receipt, identifies the decision maker and finds out the timeline, which a salesperson can then use for a proper conversation. For small repeat orders in distribution or supplies, it can handle most of the follow-up on its own.
How does it learn the quotation details?
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From the list or sheet you upload, such as company, project name, value and date, and from the knowledge base you provide for product and scope questions. If a question goes beyond that, the agent says a colleague will confirm and records the question. It will not invent technical specifications or delivery commitments.
What does a follow-up campaign cost?
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Follow-up calls average one to two minutes. At two minutes on Standard at ₹5/min, 100 quotations cost about ₹1,000 per wave, with no setup fee and no charge for unanswered calls. Premium at ₹6.8/min gives the most lifelike voice for senior buyers. Prices exclude 18% GST.
How much does an AI voice agent for quotation follow-up calls cost?
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Outpero has no setup fee and no monthly base fee — you pay only for connected talk time, from ₹5 per minute (1 credit = ₹1, credits never expire), plus ₹649/month for a dedicated calling number. You pay only for the minutes the agent is actually talking. Prices exclude 18% GST.
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Industries that use it
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