> ## Documentation Index
> Fetch the complete documentation index at: https://help.kneadapp.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote Expiration and Follow-Up

> Know when quotes go stale and follow up before you lose the order.

## Overview

Not every customer approves a quote right away. Life gets busy. Knead tracks when quotes go stale and reminds you to follow up so potential orders do not slip through the cracks.

## When Quotes Become Stale

A quote becomes stale 48 hours after you send it with no customer response. This means no views, no approvals, no replies. Knead flags the quote and surfaces a follow-up reminder on The Counter.

The 48-hour window is based on when the quote was sent, not when it was created. If you revise and resend a quote, the clock resets.

## The Follow-Up Briefing Card

When a quote goes stale, a briefing card appears on The Counter in your daily briefing feed. The card shows:

* The customer name.
* The quote total.
* How long ago the quote was sent.
* Whether the customer has viewed the quote.

Tap the card to open the quote and decide your next step.

<Tip>Pro tip: If the card shows the customer has not viewed the quote, the email may have landed in spam. Try resending or reaching out through another channel.</Tip>

## Checking If Your Customer Viewed the Quote

Knead tracks when a customer opens the quote approval page. To check:

1. Open the quote from The Counter or the order detail page.
2. Look for the **Viewed** indicator.
3. If the customer has opened the link, you see the date and time of their last view.

This helps you decide how to follow up. A customer who viewed the quote but did not approve may have questions. A customer who never opened it may not have seen the email.

<Note>Good to know: View tracking tells you when the customer opened the quote page. It does not tell you how long they spent reviewing it.</Note>

## Following Up on a Stale Quote

You have several options when a quote goes stale:

### Resend the Quote

If you think the customer missed the email, resend it.

1. Open the stale quote.
2. Tap **Resend**.
3. Knead sends a fresh email with the same approval link.

The 48-hour stale clock resets after you resend.

### Revise and Resend

If you want to adjust pricing or line items before following up:

1. Open the stale quote.
2. Tap **Revise** to create a new version.
3. Make your changes.
4. Tap **Send** to deliver the updated quote.

### Reach Out Directly

Sometimes a quick message through your inbox or a phone call moves things forward faster than another email. Use the customer's contact information on the quote to reach out.

## Expired Quotes

Quotes that remain unanswered past their expiration window move to **Expired** status. An expired quote is no longer active, but you can still take action:

* **Revise and resend** — Create a new version with updated pricing and send it fresh.
* **Resend as-is** — Reactivate the quote and send it again without changes.

Expired quotes stay in your records. They are never deleted.

## Related Articles

* [How Quote Approval Works](/quotes/quote-approval-workflow)
* [Revising and Versioning Quotes](/quotes/revising-and-versioning-quotes)
* [Your Daily Briefing](/your-daily-briefing)

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*Still need help? [Contact us](mailto:hello@kneadapp.co)*