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Quote follow-up survey template

Find out why quotes stall, while the customer is still deciding

Four quick questions a few days after a quote goes out: how clear it was, how the price compares, what would help the customer decide and when they expect to. Usertick reads every typed Other answer, so an objection you didn't expect reaches you before the follow-up call.

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What this quote follow-up survey tells you

A quote follow-up survey asks customers how your quote landed while the decision is still open. This template asks how clear the quote was on a five-star scale, how your price compares with other quotes they have received, what would help them decide, from a lower price to a guarantee, and when they expect to decide. It takes about 45 seconds.

It is written for an email three to five days after the quote goes out, long enough for the customer to compare and early enough to change the outcome. Add the customers you quoted that week to a list and schedule the send, or put the survey link in your own follow-up email. It fits trades, agencies, business services and any company that sends written quotes.

Results shows the average clarity with a bar per star, the share of higher, similar and lower price comparisons, bars for what would help, and a donut of decision timing, each against the period before. Select Higher to see what those customers say would help them decide. Usertick reads every typed Other answer and gives it a category and a type.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email three to five days after the quote goes out
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Stars

How clear was the quote we sent?

Why ask it
A quote that is hard to read loses deals before price comes into it. Clarity is the part of the quote fully in your control.
What you learn
The average, a bar per star and the share who rated 4 or higher, against the period before. Select 1 or 2 stars to see how those customers compare your price.
Make it yours
When clarity drops, check the quotes behind the low ratings for missing line items or fees nobody explained.
Question 2 of 4 · Multiple choice

How does our price compare with other quotes you've received?

Why ask it
Customers who compare quotes will tell you where you stand on price, which your won and lost deals can't show on their own.
What you learn
A donut with the share of each answer, against the period before, with I haven't received other quotes kept apart, so you know how often you are the only bid.
Make it yours
Select Higher and read question 3, to see whether a smaller scope or installments would close the gap without a discount.
Question 3 of 4 · Multiple choice · Optional

What would help you decide?

Why ask it
The options name the levers you can pull besides price: installments, a smaller first phase, references and a guarantee. Customers can pick several.
What you learn
Bars with the share and count of each lever, with typed Other answers listed and stacked shares over time.
Make it yours
Offer only levers you can deliver, remove the guarantee if you don't give one, and add any lever your sales team already uses, such as a fixed delivery date.
Question 4 of 4 · Multiple choice

When do you expect to decide?

Why ask it
Timing tells your team when to follow up and how much effort each quote deserves this week. A customer deciding this week needs a call; one deciding in three months needs a reminder.
What you learn
A donut with the share of each answer. Select This week to see the quotes worth a call today.
Make it yours
On every plan, a HubSpot workflow step creates a follow-up task for the quote's owner, with a due date and a priority.

What the answers show

Results turns each question into numbers you can follow week by week.

How clear was the quote we sent?

The average rating and the share who gave 4 or 5 stars, against the period before.

How does our price compare with other quotes you've received?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

What would help you decide?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Quote follow-up in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it before you chase

    Send the survey before your first follow-up call, so the call starts from what the customer said.

  2. 02

    Follow up by timing

    Call the This week answers first, email the This month ones and keep Not sure yet for a later round.

  3. 03

    Fix the quote itself

    If clarity ratings drop, rewrite the part of the quote customers ask about most, such as line items or terms, and compare with the period before.

  4. 04

    Review price against wins

    Each quarter, read the price comparison next to the deals you won and lost, to decide whether to change the price or the way you present it.

Pricing page surveysEmail surveysCancellations and refunds questions

More pricing templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
PricingPrice perceptionSee how fair customers find your price, how they'd react to an increase and what would justify paying more. Send it to paying customers before any price change.
PricingPrice sensitivity meter (Van Westendorp)Find an acceptable price range with the Van Westendorp method: four price questions that show where your product starts to feel too cheap or too expensive. Send it to customers and prospects before you set or change a price.
NPSNet Promoter Score (NPS)Measure how likely customers are to recommend you, and hear the reason behind each score. Send it every quarter by email or in the app to track loyalty over time.
CSATCustomer satisfaction (CSAT)Find out how satisfied customers are with a purchase, a visit or a support conversation. Send it within 24 hours, while the experience is still fresh.

Questions from the library

Browse the question library
  1. How easy was it to cancel?Customer effort · Cancellations and refunds
  2. What made you ask to cancel?Multiple choice · Cancellations and refunds
  3. Were the cancellation terms clear before you signed up?Yes / No · Cancellations and refunds
  4. What words come to mind when you think of our name?Text · Brand and reputation
  5. How well known do you think we are in our field?Stars · Brand and reputation
  6. Which of these sounds most like us?Multiple choice · Brand and reputation

Frequently asked questions

Three to five days after the quote goes out. Earlier, customers haven't compared yet; later, they may have already chosen.

Four one-tap questions take under a minute and ask nothing the customer has to look up. The first one can be answered inside the email.

Read what would help them decide before you cut the price. A smaller first phase, installments or references can close the gap without a discount.

Add a dropdown that names who sent the quote, then select a name in Results to see that person's quotes alone.

Yes. Connect your own sender, such as SMTP, Resend, Mailgun or SendGrid, and survey emails go out through it with no monthly allowance.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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