Proposal & Quotation ProcessingPurpose
1.2 Increase the conversion rate of quotation-to-project by sending reminders, collecting feedback, and scheduling follow-up calls or emails.
1.3 Reduce manual administrative effort on the acoustical consultant's team involved in proposal and quotation management.
1.4 Capture reasons for declines and update pipeline forecasting accuracy.
Trigger Conditions
2.2 No client response within a defined period (e.g., 3, 7, or 14 days).
2.3 Quotation status updated to “pending,” “opened,” or “viewed.”
2.4 Manual trigger by an account manager for high-priority prospects.
2.5 Proposal feedback or decision received via email or web form.
Platform Variants
3.1 Salesforce
• Feature/Setting: Workflow Rule, Process Builder, or Flow.
• Sample: Configure “Time-Based Workflow” to trigger email follow-up 5 and 10 days post-quote.
3.2 HubSpot
• Feature/Setting: Deal-based workflows.
• Sample: Automatic follow-up email after “Quote Sent” property is set.
3.3 Zoho CRM
• Feature/Setting: Blueprint automation; follow-up tasks.
• Sample: Schedule tasks and email reminders at set intervals.
3.4 Microsoft Dynamics 365
• Feature/Setting: Power Automate Flows.
• Sample: Create flow to send follow-up emails, notify rep if no response in 7 days.
3.5 Pipedrive
• Feature/Setting: Workflow Automation.
• Sample: Auto-create activity and follow-up email after quote sent status.
3.6 Freshsales
• Feature/Setting: Sequences.
• Sample: Add quoted contact to email sequence with pre-set delays.
3.7 ActiveCampaign
• Feature/Setting: Automations.
• Sample: Trigger an automated follow-up series when contact is tagged “Quote Sent.”
3.8 Intercom
• Feature/Setting: Series (Marketing automation workflows).
• Sample: Send targeted email/blog message after no interaction post-quote.
3.9 Gmail (via Google Workspace API)
• Feature/Setting: Scheduled Send, Labels, Gmail API.
• Sample: Programmatic send of templated follow-up emails.
3.10 Outlook 365
• Feature/Setting: Power Automate Connector for Outlook.
• Sample: Automatically schedule and send reminder emails for follow-up.
3.11 Mailchimp
• Feature/Setting: Automation, Customer Journeys.
• Sample: Add prospect to email journey starting with quote follow-up series.
3.12 Twilio
• Feature/Setting: Programmable Messaging API.
• Sample: Send SMS follow-up with short link to accept or comment on quote.
3.13 SendGrid
• Feature/Setting: Transactional Templates, API.
• Sample: Send templated follow-up or feedback request emails after quote.
3.14 Slack
• Feature/Setting: Incoming Webhooks, Scheduled Messages.
• Sample: Notify assigned team channel when no feedback received on quote.
3.15 Monday.com
• Feature/Setting: Automations, Notifications.
• Sample: Create automatic reminders and dashboard visualisation of open quotes.
3.16 Trello
• Feature/Setting: Butler Automation.
• Sample: Move prospect card and send checklist email after quote with inactivity.
3.17 ClickUp
• Feature/Setting: Automations.
• Sample: Change task status and trigger notification for stale quotes.
3.18 Asana
• Feature/Setting: Rules, Scheduled Tasks.
• Sample: Assign follow-up task to responsible consultant after defined elapsed days.
3.19 Docusign
• Feature/Setting: Connect API, Notification Settings.
• Sample: Send reminder to sign/feedback if agreement not completed after quote sent.
3.20 Typeform
• Feature/Setting: Webhooks, Notifications.
• Sample: Send automated feedback form after quote to assess client sentiment.
Benefits
4.2 Reduces manual labor and administrative errors.
4.3 Captures client feedback, aiding service improvement and pipeline accuracy.
4.4 Enables prioritisation of quotes with a high chance of closing.
4.5 Shortens sales cycle for acoustical consulting engagements.