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Sales proposal follow-ups · Djaboo CRM

Your follow-ups to sales proposals
they do it all by themselves

No more quotes left unanswered. Djaboo monitors your pending proposals and alerts you at the right time—or automatically follows up with your prospects before the offer expires. Zero oversights, zero hassle.

Automatic reminder alerts
Real-time tracking of open proposals
Follow up in 1 click from the prospect's record
app.djaboo.app — Proposal reminders
Pending proposals
3 to restart
PROP-2025-041 · Acme Corp
Expires in 2 days · No response
Revive
PROP-2025-038 · Studio Nord
Sent 5 days ago · Viewed 2 times
Revive
PROP-2025-036 · Bloom Agency
Viewed this morning · €4,870
Revive
3
To be restarted
+ 48 %
Closing rate
Cars
CRM alerts
Reminder sent
Acme Corp · automatically
Accepted!
After the relaunch
We’ve Got Their Trust
Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency
The problem that everyone knows

You send a proposal.
Radio silence.

You spent time preparing your offer. You sent it. And now you wait—not knowing if your prospect opened it, what the problem is, whether to follow up or wait longer. And all the while, the deal is going cold.

To know if the proposal has been seen
Djaboo tells you if your prospect has opened the proposal, how many times, and since when. You no longer follow up blindly: you know exactly what's happening.
Automatic alerts at the right time
A proposal that hasn't received a response in 3 days? An offer that expires in 48 hours? Djaboo will notify you before it's too late, from your dashboard.
Restart with one click, hassle-free
From the proposal in your CRM, follow up with your prospect using a personalized email in just one click. No more searching through the right email thread or copying and pasting. Everything is right there.
Continuously updated sales pipeline
Each revived proposal remains connected to your pipelineThe status changes automatically based on actions. You always have a clear view of what's progressing.
Complete history of reminders
Each follow-up sent is recorded in the prospect's record. You can see the date, the content, and the response received. Perfect for getting back on track after an absence.
Expiration date managed automatically
Set an expiry date for each proposal. Djaboo alerts you before expiry and allows you to extend it or send a revised offer in seconds.
Customizable follow-up email
Prepare your follow-up message once, then reuse it. Djaboo pre-fills the prospect's first name, the proposal reference, and the amount. You send it, and it looks like a handwritten email.
Proposal link automatically included
The follow-up email directly includes the link to the proposal. Your prospect can find it with a single click, without having to search through their archives. Less friction, more chances of getting a response.
The recovery workflow in detail

From submission to acceptance:
Nothing is lost

Djaboo connects your sales proposal follow-ups to your CRM, your pipeline, and your reminders automated. Every pending deal is monitored, every follow-up is tracked.

Step 1 — Monitoring

A dashboard that
monitors for you

No need to remember which proposal has been pending for how many days. Djaboo lists them all, sorted by urgency: the oldest without a response at the top, those expiring soon in red, and those that have been viewed recently flagged.

You open your Djaboo account in the morning and immediately see what needs your attention. No searching through emails, no Excel spreadsheets to update. The information is there, clear, and actionable.

  • List of proposals awaiting response
  • Automatic sorting by urgency and seniority
  • Real-time status "seen / unseen / expired"
  • Visual alerts for critical deals
  • Direct access to the proposal from the list
Pending proposals — Djaboo
All (7)
Urgent (3)
Views (2)
Acme Corp · €5,660
Expires in 2 days · Not seen
Revive
Sent on 12/07 · PROP-2025-041
North Studio · €2,400
Viewed 2 times · No response
Revive
Sent on 09/07 · PROP-2025-038
Bloom Agency · €4,870
Seen this morning at 8:47 AM
Expect
Sent on 13/07 · PROP-2025-036
CA pending 12 930€
Step 2 — Relaunch

Restart in 30 seconds.
without starting from scratch

From the pending proposal, click "Resume". Djaboo automatically pre-fills the email: prospect's first name, proposal name, amount, and a direct link to the acceptance page. You only need to personalize two lines if you wish, then send.

Your prospect receives a clean, professional email with a link to their proposal. They can open it, review it, and accept it directly—no account required, no friction. The follow-up is recorded in the customer's file with the date and time it was sent.

  • Pre-filled follow-up email
  • Link to the proposal included in the email
  • Message customization is possible before sending.
  • Sending directly from Djaboo
  • Follow-up tracked in the prospect's record
Restart — PROP-2025-041
Draft relaunch
À
Marie Dupont · contact@acme-corp.fr
Subject
Follow-up to your proposal — PROP-2025-041
Hello Marie,

I am writing to you again regarding our proposal. PROP-2025-041 in the amount of 5 660 € HT, sent on July 12.

It is still available via this link:
See the proposal →
Do not hesitate if you have any questions.
Have a good day,
Thomas
Edit
Send the reminder
History
Sent on July 12 · Viewed 0x
Expiration alert: in 2 days
Step 3 — Conversion

The prospect responds.
You convert into quote without re-entry

After the follow-up, your prospect opens the proposal again, reads it, and accepts. You receive an instant notification in your CRM. The proposal automatically changes status to "accepted" and you can convert it into a quote or invoice with a single click.

All lines, amounts, and customer information are automatically transferred. No re-entry, no risk of error. The deal moves from "pending" to "won" in your sales pipeline, and the history of all follow-ups remains accessible in the customer record.

  • Instant notification upon acceptance
  • Status "accepted" automatically updated
  • Convert to quote or invoice in 1 click
  • Updated Sales Pipeline
  • All follow-ups are tracked in the customer file.
PROP-2025-041 — Response received
Proposal accepted — Acme Corp
Today at 16:14 PM · Following the relaunch of July 14th.
July 12 · Proposal sent
July 14 · Reminder sent
July 14 · Accepted
Convert to
Quote
Invoice
Amount converted
5 660€
Convert
Overview

All your proposals are visible
in your pipeline

Following up on sales proposals isn't a separate issue. It's part of the complete sales cycle, visible in your Djaboo pipeline. When a proposal moves from "sent" to "followed up" and then to "accepted," the steps progress in your sales dashboard.

You can filter your pipeline by status, salesperson, or send date. You know in real time how much potential revenue is awaiting approval, and how many follow-ups have closed deals. The information is right there, without having to search through your emails.

  • Sales pipeline updated continuously
  • View by status: sent, followed up, accepted, rejected
  • CA potential visible at any time
  • Filters by salesperson, date, amount
  • Direct link: proposal → customer file → invoice
Pipeline — Proposals
Sent
4
17 830€
Relaunched
2
9 100€
Accepted
6
28 440€
Refused
1
2 400€
Deals revived — Pending
Acme Corp — PROP-2025-041
Relaunched on July 14 · €3,440
Relaunched
Studio Nord — PROP-2025-038
Relaunched on July 13 · €3,440
Relaunched
User feedback

They are re-engaging their prospects
from Djaboo

★ ★ ★ ★ ★
Google
"

Before Djaboo, I used to follow up with prospects on Post-it notes. Now I have a list of pending proposals with priorities. In one month, I recovered three quotes that I would surely have lost.

AM
Alexandre M.
Independant consultant
★ ★ ★ ★ ★
capterra
"

I can see when a prospect has opened my proposal without responding — it gives me exactly the right time to call back. My follow-ups are better targeted and convert much better.

CT
Camille T.
Web agency director
★ ★ ★ ★ ★
Google
"

What convinced me was knowing whether the proposal had been seen. Before, I followed up blindly. Now I know if it's the right time. The deal often falls through on the first follow-up.

NB
Nicholas B.
Freelance developer
Don't let a deal fall through.

Your proposals deserve
a second chance.

Djaboo monitors, alerts, and helps you relaunch at the right time. Without you having to think about it.

14 days free No bank card Secure hosting Unlimited reminders
Why follow-ups make a difference

Follow-up on sales proposals:
what we lose when we forget

Sending a sales proposal is a good start. Knowing what happens next is what changes your closing rate. The reality is that most sales proposals don't get a response on the first try. It's not always a rejection—often it's simply that your prospect is busy, forgot, or is waiting for a signal from you to move forward.

Following up on sales proposals is one of the most profitable actions you can take in your sales cycle. But it's also one of the most overlooked—because it requires discipline, a good memory, and meticulous follow-up. That's precisely why Djaboo integrates it directly into your CRM.

How do you know when to follow up with a prospect?

Following up too soon can seem urgent. Following up too late risks the prospect having already chosen a competitor. The ideal window is generally between 3 and 7 days after the initial email, depending on the nature of the sale and the amount involved.

With Djaboo, there's no guesswork. You can see if your prospect has opened the proposal and how many times. A proposal viewed multiple times without a response? That's often a sign your prospect is hesitant. It's the perfect time to follow up with a simple, personal message. A proposal never opened? Perhaps the email didn't arrive, or your contact person has changed—check before following up.

The recovery is also a question of tone

A good follow-up to a sales proposal isn't just an automated reminder. It's a message that shows you're available, that you've been following up, and that you want to move forward together. Djaboo lets you prepare a personalized message, pre-filled with the prospect's name and proposal details—but which you can customize before sending.

This way, you avoid cold, generic emails. Your prospect receives a message that feels like a handwritten follow-up, not an automated response. And the link to their proposal is automatically included—they can resume reading and reply immediately, without having to search through their emails.

Sales follow-ups and pipeline management

Your follow-up sales proposals don't exist in a separate bubble. They're part of your complete sales cycle. In Djaboo, every follow-up proposal is connected to your sales pipeline. You can see in real time how much potential revenue is tied up and which opportunities require your action.

This changes the way you manage your sales activity. You no longer chase after emails—you have an actionable overview, directly in your CRM. And when a follow-up works and the prospect accepts, the conversion becomes... quote It's done in one click, without re-entering any data.

Who needs a tool to revive proposals?

Whether you're a freelancer, consultant, small business owner, or sales manager in a small or medium-sized enterprise (SME) — if you send sales proposals to clients or prospects, you need to track what happens after they're sent. Without a dedicated tool, proposals get lost in email inboxes, follow-ups don't arrive at the right time, and potentially won deals end up falling through.

Djaboo is designed for these types of users: small teams or solo users who need an efficient tool without unnecessary complexity. No need to train an entire team, no need to configure dozens of automation scenarios. You send a proposal, Djaboo monitors it, alerts you, and you follow up. That's all.

Connected to all your activity

Proposal follow-ups are just one of the many features in Djaboo. Once a proposal is accepted, the process naturally follows: conversion to a quote, then to an invoice, and finally payment tracking. If you've set up a client portal, your client can access their documents directly. Everything is linked within the same tool, all centered around a single client record.

You no longer have to juggle your CRM, your invoicing tool, and your email drafts. The entire sales cycle—from the first proposal sent to the payment received—is contained within Djaboo. That's the promise of an all-in-one tool designed for small businesses and freelancers.

F.A.Q

Your questions about the
resubmitting proposals in Djaboo

Does Djaboo automatically follow up with my prospects?+
Djaboo automatically alerts you when a proposal hasn't received a response for a certain number of days, or when an expiration date is approaching. Sending the reminder remains under your control: you choose the timing and can personalize the message before sending. You're the one who signs off; Djaboo simply gives you the signal at the right moment.
Can I see if my prospect has opened the proposal?+
Yes. Djaboo tells you if the proposal has been opened and how many times. This information is visible directly in the list of pending proposals. Knowing if your prospect has read the offer several times without responding is a very useful signal for deciding when and how to follow up.
Is the follow-up email customizable?+
Yes. Djaboo pre-fills a follow-up email template with the prospect's first name, the offer reference, the amount, and a direct link to the offer. You can edit this message before sending it to add a personal touch. The link to the offer is automatically included—your prospect can accept with one click.
Where can I find the history of sent reminders?+
Each follow-up email sent is tracked in the prospect's or client's record in your Djaboo CRM. You can see the date it was sent, the message content, and whether a response was received. This is useful if you're revisiting a case after a few days or if several people are working on the same account.
What happens when the prospect accepts after a follow-up?+
You receive an instant notification in your Djaboo CRM and by email. The proposal automatically changes status to "accepted." You can then convert it into a quote or invoice with a single click—all lines and amounts are automatically imported, without re-entering any data. The deal moves to the "won" column of your sales pipeline.
Do follow-up messages work if the prospect is not yet a Djaboo customer?+
Yes. You can send and follow up on a proposal to any prospect, even if they're not yet in your Djaboo customer database. The proposal is accessible via a public link without needing an account. If the prospect accepts and you want to convert it into a quote, Djaboo will then prompt you to add them as a customer in your CRM.
Ready to never let a deal fall through again?

Restart at the right time.
Close more often.

Djaboo tracks your sales proposals, alerts you before they expire, and helps you send follow-ups in 30 seconds. Everything is connected to your CRM, pipeline, and invoicing.

14 days free No bank card Secure hosting Unlimited proposals
5 / 5 - (562 votes)