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Quote log — the printable queue for every quote you’re still waiting on

One row per quote sent and not yet decided — client, amount, the date it goes stale, and a chase column for each stage — so a quote gone quiet shows up on a list, not just in memory.

This is a blank quote log — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.

Quote Log

Quote log, one row per open quote, awaiting a decision
Client Job & amount Date sent Expiry Chase 1 Decision ask Outcome
       
       
       
       
       
       
       
       
       
       
The cadence, if the guide isn’t open
  • Day sent — state the expiry date on the quote
  • About 3 days — delivery check
  • About 7 days — decision ask
  • On the expiry date — one last note, then stop
  • No answer by expiry — close it out

Every sheet below is ready to print as-is — just press ⌘/Ctrl + P.

How to use this sheet

Start a row the day you send a quote, while the amount and the expiry date are already decided. Write the expiry date in straight away — it is what turns your next follow-up into a stated fact instead of a guess at when to chase.

Tick the chase and decision-ask columns off as each one actually happens, rather than leaving them blank until you remember. A glance down the sheet on a slow morning tells you exactly which quotes are due a chase today, without reopening every message thread.

The outcome column is the step most quote tracking skips. The day a quote is won, lost, or reaches its expiry with no answer, write it in and stop chasing that row. A quote left blank in this column is a stale quote still sitting in your pipeline, making your workload look bigger than it is.

The legend under the table is lifted straight from chasing a quote you sent, so the cadence is on the page even when the guide isn’t open. For the same arithmetic on screen — a pipeline total, a chase order, and pipeline times win rate — the quote pipeline check runs it live; this sheet is for running the whole quote list on paper.

Common questions

Is this different from the follow-up log?
Yes — the follow-up log is one row per finished job, tracking the thank-you, review, and referral asks after the work is done. This log is one row per quote still awaiting a decision, before any job exists to follow up on.
How is this different from the quote pipeline check tool?
The quote pipeline check takes the same rows and works out each one’s age, its chase order, your win rate, and pipeline times win rate, on screen — this log holds the whole list on paper for the operator who’d rather glance at a sheet between jobs.
What if a quote gets accepted before its expiry date?
Write “won” in the outcome column and stop tracking it here — it is a job now, not an open quote, and belongs on your job list or the job sheet instead.
What if I never hear back at all?
Leave the row open until the expiry date, then write “expired” in the outcome column and close it out. A client who comes back later gets a fresh quote at your current price, not the old number reopened.

One sheet works. Six jobs at once is where paper stops.

This sheet is genuinely free to reuse forever — print it as many times as the job needs. BizBinder is for the point after that: when the same client, job, and invoice details need to live somewhere they can’t be left behind on a job site, and the follow-up they’re waiting on doesn’t depend on you remembering which pile it’s in.