Notification of expiring quotations

Purpose

1.1. Notify consultants and clients before quotations expire to ensure timely responses, reduce lost opportunities, and streamline follow-ups in acoustics project quoting.
1.2. Automate reminders for internal teams and customers to review, update, or accept pending quotations, minimizing missed sales and expediting project lifecycles.
1.3. Maintain compliance with client service level agreements by guaranteeing quotations are actively tracked and managed.

Trigger Conditions

2.1. Quotation expiration date is within a configurable range (e.g., 7, 3, or 1 day(s) before expiry).
2.2. Quotation marked as “Pending,” “Sent,” or “Awaiting Client Response.”
2.3. Status change detected in proposal management or ERP system.

Platform Variants

3.1. Salesforce
• Workflow Rule & Process Builder: Set timed flow to send alert/email via Salesforce email or API.
3.2. Microsoft Power Automate
• Scheduled Flow: Use Dynamics 365/Excel trigger, send Teams notification or Outlook email.
3.3. Twilio
• Messaging API: Configure SMS notifications to contacts on quotation expiry
3.4. Slack
• Incoming Webhooks: Post to channel/user when quote expiry is detected
3.5. Google Workspace
• Apps Script/Calendar API: Automated calendar invite or Gmail reminder on expiry
3.6. SendGrid
• Mail Send API: Automated custom-branded expiry email to client/consultant
3.7. HubSpot
• Workflow Automation: Set delayed actions to alert client/owner via email/task
3.8. Zoho CRM
• Automation Rules: Schedule email/SMS alert from CRM based on expiry field
3.9. Monday.com
• Automations: Custom automation to notify item owners via email/notification
3.10. Asana
• Rules: Auto-comment or send inbox alert when date condition is reached
3.11. Pipedrive
• Workflow Automation: Email & activity creation before expiry
3.12. Trello
• Butler Automation: Move card or notify users as expiration approaches
3.13. Freshworks CRM
• Workflow: Timed reminders via email/SMS on quote expiry
3.14. Mailgun
• Messages API: Trigger transactional expiry alert email
3.15. Zapier
• Scheduled Zap: Filter expiring quotes, push notice to any integrated channel
3.16. Airtable
• Automations: Identify expiring records, trigger Slack/email action
3.17. Intercom
• Smart Campaign: In-app or email push for expiring quote notification
3.18. Notion
• Reminder Automation: Scheduled database reminders or email on expiry
3.19. ClickUp
• Automations: Assign task/comment/reminder to user for expiring quote
3.20. DocuSign
• Envelope Event Notification: Alert when attached quotation is nearing expiry
3.21. SAP (via SAP Cloud Platform Workflow)
• Workflow: Notify user group or client via SAP Fiori inbox/email when expiry nears
3.22. Oracle NetSuite
• SuiteFlow: Trigger custom workflow event/email as quote nears expiry
3.23. QuickBooks Online
• Reminder: Schedule customer, team emails for outgoing expiry quotations

Benefits

4.1. Guarantees proactive quoting processes for acoustical consultants.
4.2. Reduces lost sales due to unmonitored or forgotten quotations.
4.3. Improves client communication consistency and satisfaction.
4.4. Automates tracking, saving staff time and decreasing manual errors.
4.5. Enables scalable, repeatable sales proposal management across teams.