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Clarely can follow up on a quote automatically if a client hasn’t responded — a nudge that goes out without you having to remember to send it.

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Turning it on

Go to Settings → Workflow, under “Before the job,” and turn on Send automatic follow-up. Follow-ups only ever go out on quotes that are still Sent and haven’t been signed, declined, or cancelled — and only once the client has an email on file.
Change orders never get automatic follow-ups, regardless of this setting. If a client goes quiet on a change order, that one’s on you to chase.

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Basic follow-up

By default, this is one email, sent once. Choose how long Clarely waits after the quote is sent — 24 hours, 48 hours (the default), 72 hours, or 1 week — and customize the message if you want something more specific than the standard reminder. After that one email, Clarely doesn’t follow up on that quote again automatically.

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Advanced follow-up

Available on Professional and above. Instead of a single email, build a sequence of up to 3 follow-ups, each with its own wait time and its own message. The key thing to understand: each step’s wait time counts from the previous step, not from when the quote was originally sent. If your first follow-up goes out at 48 hours and your second step is set to wait another 72 hours, that second email sends 72 hours after the first follow-up, not 72 hours after the original quote. When advanced follow-up is on, the basic single-delay setting is ignored — the sequence is what runs.

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What to do next

Turn on Send automatic follow-up in Settings → Workflow to stop chasing unsigned quotes yourself, or build a multi-step sequence if one nudge usually isn’t enough.