Guide4 July 20263 min read
How to Stop Chasing One Particular Quote
Automation is only comfortable if you can override it. Here are the three ways to take a single quote out of the sequence.
Automation is only comfortable if you can override it. Here are the three ways to take a single quote out of the sequence.
Good automation needs an off switch. There are three, and which you use depends on why you're stopping.
Best when the quote is genuinely still live but shouldn't be chased — a client you're handling personally, a job paused for reasons you know about. Everything else keeps running.
Best when the quote is actually dead. Marking it declined stops the chasing and keeps your win-rate figures honest. Two birds.
Best when it's a pattern rather than an instance — never chase quotes under £150, never chase this particular client, never chase a certain quote type. Set once, applies forever.
Don't disconnect Xero to stop one quote. It halts everything, and reconnecting is more disruptive than the problem you were solving.
Yes — mark that quote as excluded and the sequence stops for it alone, leaving every other quote unaffected.
Use a rule rather than excluding each quote by hand. Rules can exclude specific customers or quote types permanently, which is far less error-prone.
Auto follow-ups and branded online acceptance on your Xero quotes, with deposits coming soon. £16.79/mo after the trial — no card required.
Start free trialMost quotes that convert do so after the first send, yet most businesses only chase once. Here is how many follow-ups it actually takes, and exactly when to stop.
Deposit collection is a feature we're building for Quote Nudge. Here's why taking a deposit the moment a quote is accepted is such a powerful moment — and how we plan to make it effortless.