CRMIntermediate✓ Release process: run on a live n8n instance

QuoteChase: Field-Service Quote Funnel & Follow-Up

QuoteChase: Field-Service Quote Funnel & Follow-Up ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Answer every quote request with an instant price estimate, log it with live status in Google Sheets, and auto-chase open quotes until they're accepted or declined.

Reply to every quote request in seconds with a price estimate calculated from your own Sheets price table
Log each quote with a live status column in Google Sheets so no request ever slips through
Chase open quotes automatically every few days until they're accepted or declined
Stop all follow-ups instantly the moment you mark a quote accepted, declined, or closed
Ping you on Telegram when a customer accepts so you can schedule the job the same day
Cap follow-ups per quote and dedupe every send so customers are never spammed twice
Route unpriceable requests to a polite we'll-quote-you-personally email instead of failing

Google SheetsSMTP EmailTelegram

n8n / workflow / field-service-quote-trackerActual workflow — not a mockup

19 nodes · 18 connections · 2 triggers · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$15

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsSMTP EmailTelegram

Already purchased?

Download QuoteChase: Field-Service Quote Funnel & Follow-Up

Paste the license key from your receipt. It must match this template.

How it works

Workflow summary

One workflow handles everything end-to-end.

1A customer submits your quote form and the request arrives instantly via webhook
2Calculates an estimate range from the price table you keep in Google Sheets
3Emails the customer their instant estimate, or a personal-quote note if the job needs a closer look
4Logs every quote with its status to your Google Sheet
5Sweeps the sheet daily and sends a polite follow-up to quotes that have gone quiet
6Stops chasing after your set number of follow-ups or when you change the quote's status
7Alerts you on Telegram the moment a quote is marked accepted

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, SMTP Email, Telegram. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more CRM templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up QuoteChase: Field-Service Quote Funnel & Follow-Up?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.