Scheduled reviews of outstanding quotes

Purpose

 1.1. Ensure all outstanding acoustical consultant quotes are periodically reviewed to maximize conversion and maintain client engagement.
 1.2. Automate scheduled checks on pending quotes, notify sales consultants, and prompt timely follow-ups or quote updates.
 1.3. Reduce human error, eliminate missed opportunities, and create a systematic process for tracking unclosed proposals.

Trigger Conditions

 2.1. Calendar-based schedule (e.g., daily, weekly, monthly).
 2.2. Quotes with status set as “Open,” “Pending,” or “Awaiting Response.”
 2.3. Quotes exceeding a defined age (e.g., not updated in 7+ days).
 2.4. CRM record change (e.g., when status is updated but no action for X days).
 2.5. Project manager or sales rep assignment to proposals triggers inclusion.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Schedule Flow with “Get Records” (Quotes) API; set entry conditions on quote status and age.

 3.2. HubSpot
  • Feature/Setting: Workflow Automation, “Deal” triggers, filter by deal stage and last activity; timed notification tasks.

 3.3. Zoho CRM
  • Feature/Setting: Scheduled Functions, use “quotes” module API, filter on status/date fields.

 3.4. Microsoft Dynamics 365
  • Feature/Setting: Power Automate flow with “List Records” on Quotes endpoint; condition with OData filters.

 3.5. Pipedrive
  • Feature/Setting: Workflow Automations; API endpoint `/deals` filtered by age/status.

 3.6. Monday.com
  • Feature/Setting: Automation “Scheduled notifications,” Board filtered by status column and date.

 3.7. Airtable
  • Feature/Setting: Scheduled script automation; “Quotes” table; filter and email using SendGrid block.

 3.8. Google Sheets + Apps Script
  • Feature/Setting: Time-driven trigger; script scans quote sheet, sends emails for aged items.

 3.9. Asana
  • Feature/Setting: Rules for recurring tasks on “Quotes” project, notify assignee upon inactivity.

 3.10. ClickUp
  • Feature/Setting: Automation for recurring reminders; filter quotes list by custom status field.

 3.11. Notion
  • Feature/Setting: Linked database; recurring filter for “review” tag + status; notification widget.

 3.12. Freshsales
  • Feature/Setting: Workflow to filter quotes by stage; schedule email actions for follow-up.

 3.13. Odoo
  • Feature/Setting: Automated Action on “Sale Quotation”; Python script filter by date/status.

 3.14. SAP CRM
  • Feature/Setting: Business Workflow Scheduler; custom script fetches outdated quotes.

 3.15. Xero
  • Feature/Setting: Scheduled export of open quotes via API; script to process and flag.

 3.16. QuickBooks Online Advanced
  • Feature/Setting: “Estimate” API polling; automation for status+age with notifications.

 3.17. Intercom
  • Feature/Setting: Recurring custom bot flows on pending deal messages; send review prompts.

 3.18. Slack
  • Feature/Setting: Scheduled reminder using Slackbot API; DM sales channel on stale quotes.

 3.19. Microsoft Teams
  • Feature/Setting: Power Automate scheduled flow; adaptive card sent to team with quote summary.

 3.20. Trello
  • Feature/Setting: Butler automation; card aging for quotes list triggers checklist item or comments.

 3.21. Gmail
  • Feature/Setting: Google Apps Script with scheduled triggers; auto-email if label “QuotePending”.

 3.22. Outlook
  • Feature/Setting: Power Automate scheduled mail; dynamic content from aged quote records.

Benefits

 4.1. Eliminates manual follow-up and delays in proposal management.
 4.2. Increases closure rates through regular engagement.
 4.3. Centralizes compliance and visibility over quote pipeline.
 4.4. Provides scalable, repeatable workflow for any team size.
 4.5. Reduces risk of lost revenue through missed opportunities.