Take this into the demo

Quote Follow-Up Agent: questions to ask

From The AI Agents Report by Iterategy · iterategy.com/research/ai-agents/jobs/quote-follow-up-agent/

The nine questions

Does an AI do this, or does a rule? If the answer is “when X happens it sends Y”, you are buying automation, and it should not cost AI prices.
Does it send, or does it draft? Ask for the sentence on their page that says it acts on its own.
Does it do it on its own on this plan, or on the one above? The setting that lets it act without you is often a tier up from the entry price.
What does it do with the hard cases? Ask what it holds back for you, and what happens to what it cannot resolve.
What is the cap, and what happens past it? Work out the bill at the volume you actually do, not at the included allowance.
What is the unit? Per month, per user, per location, per minute, per credit or per resolved ticket.
Who does the setup, and is it in the price?
What happens to the changes it made when I stop paying? Some tools make changes that stay only while you subscribe.
Who carries the legal side? For calling and texting customers, ask who handles consent and opt-outs.

Most of what is sold as quote follow-up is a timed reminder inside field-service or proposal software. The products here handle the customer’s reply, not just the nudge. Ask to see a reply handled on the demo.
Some products only draft the follow-up for you to send. Ask whether it sends.
This mostly arrives as a feature inside the system that took the call and wrote the quote, so check what your current software offers first.
7 of the 9 are sold through a sales call, and we found no review pages to check.