Quote outreach task folders and follow-up
When a quote is sent, Essential can enroll the contact in quote outreach and create follow-up work based on what happens next.
Automatic quote reminders stop for good once the quote expires — the saved sequence is closed, not paused. After reactivating the quote, use Resend to send it to the customer again; that starts a fresh follow-up sequence from the beginning.
Quote task folders
Signed: The quote was signed. Use Create Job / Visit on the task to schedule the approved work; Technician Instructions are drafted from the quote with pricing left out, the quote's line items become the visit's Parts, Labor & Items, and the quote is linked to the job so technicians see what was approved on the visit in the mobile app.
Email Bounced: Use the task action to send the quote to another contact or edit the contact and resend.
Unanswered: Follow up manually or try another contact.
If the contact replies directly
If the contact emails or calls with feedback instead of using the quote flow, revert the quote to Draft so you can make content changes and resend when ready. An Unsigned (including expired) quote reverts to Draft directly; only a Signed quote needs to be voided first.
Where to find it: Tasks and the open quote
Related guides
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