Keep the conversation going after the quote.

Automate the check-in by SMS or email. Keep replies in view, so your team can pick up the conversation with the context they need.

Book a CallExplore the follow-up
ZaplaInbox SMS

Emma Wilson

A conversation connected to the quote.

Quote Q-1042 · Sent

Brand & website proposal

Brand identity + website launch

Configured check-in · 2 days after quote sent

Hi Emma, a quick check-in on quote Q-1042. Any questions about the brand identity or website stage? Reply here and Alex can help.

Emma

Could we start with the brand identity?

Your team’s next step

Review the scope. Reply with the right option.

From the quote to the conversation.

Your messages. Your timing. The customer context stays connected.

Start with the quote

Give every quote a next step.

When you send a quote in Zapla, it can start the follow-up you’ve agreed. The customer, quote and message stay connected.

You decide which quotes enter the process. Zapla follows the configured steps.

Explore quoting
Quote Q-1042Emma Wilson

Brand & website proposal

A project delivered in two stages.

Brand identityStage one
Website launchStage two
Quote statusSent
Follow-up starts whenQuote Sent

Q-1042 · Emma Wilson

Follow up with purpose

The right words. On your timing.

A useful check-in keeps the quote in the conversation. Choose SMS or email, agree the wait, and give your customer a clear way to reply.

Explore the channel and timing here. The message below changes with your choice.

Explore automation
Selected channel
Timing after quote sent
SMS to Emma Wilson2 days later

Hi Emma, a quick check-in on quote Q-1042. Any questions about the brand identity or website stage? Reply here and Alex can help.

Quote SentWait 2 daysSend SMS

Pick up the conversation

A reply your team can work with.

Read the message and the customer’s question together in Inbox. Your team can answer, review the quote and record what needs to happen next.

Here, Emma asks to start with the brand identity. Alex responds and records the next step.

Explore Inbox
InboxSMS

Emma Wilson

Brand & website proposal · Q-1042

Configured follow-up · 2 days after quote sent

Hi Emma, a quick check-in on quote Q-1042. Any questions about the brand identity or website stage? Reply here and Alex can help.

Emma

Could we start with the brand identity?

Alex · Your team

I’ll review the brand-only scope and send you that option.

Customer note
Alex · Your team

Emma wants to start with the brand identity. Review the scope before preparing a revised quote.

You lead.

Stay with
the work.

Meeting the next client. Working through a brief. Doing the job you quoted for.

A configured check-in can go out while you focus. Your team brings the expertise when a customer needs a decision.

Zapla follows through.
A business owner and client talking through a creative project

Your process. Our help making it happen.

Built around
the way you quote.

We look at how your business works today, then agree the messages, timing and team steps your follow-up needs.

Quote in Zapla.

Prepare the proposal and use the Quote Sent event to start the configured follow-up.

See the quoting tools

Bring your existing tool.

We check whether a supported connection can supply the event and customer information before agreeing the setup.

Guided Launch

Your follow-up plan

The starting point
Which quotes enter and what customer details are needed.
The follow-up
Your wording, sender, channel and waits, with the relevant accounts connected.
The team’s part
Where replies are read, how people respond and what happens next.
The checks before activation
Review and test the agreed flow, including reply and exit handling.
See plans and setup

Guided Launch is required for new standard plans and priced separately. Connected messaging and usage charges may apply.

A few practical questions

Before you
take the next step.

Can I send more than one follow-up?

Yes. We can agree a sequence of messages and waits for your quote process. The wording, timing and reply and exit rules are configured and tested before activation.

Can I choose the messages and timing?

Yes. Choose the wording, sender, SMS or email, and the waits around your sales process. A small estimate and a larger proposal may need different follow-up. The sequence on this page lets you explore those choices.

What happens when a customer replies?

Your team can read and answer the original conversation in Inbox and record the next step against the customer. Questions about scope, price or timing remain decisions for your team.

Will messages stop when someone replies?

We agree the reply and exit rules for your workflow, then configure and test them during Guided Launch. The handling depends on the starting event and sequence.

Can I see what the workflow did?

Automation run history provides per-run and per-step results, timing and error details. It helps your team review execution and investigate an issue.

What costs extra?

Guided Launch is required for new standard plans and priced separately from the subscription. Connected SMS, email and other usage charges may apply. We confirm the agreed setup scope and applicable costs before you start.

You lead. Zapla follows through.

Let’s map what happens
after your next quote.

Bring your current quoting process. We’ll work through where follow-up starts, what customers should receive and where your team steps in.

Book a CallExplore follow-up across your business