Quoting & Invoicing AutomationPurpose
1.2. Ensures automated delivery of reminders before, on, and after quote expiry to encourage timely action.
1.3. Allows for multi-channel outreach via email, SMS, chat, and in-app alerts, fully automating repetitive follow-up.
1.4. Automator provides traceability, enabling compliance and audit-readiness by automated logging of sent notifications.
1.5. Automatedly creates communication touchpoints leading to improved client response and quote conversion rate.
Trigger Conditions
2.2. Trigger automates again on expiry date and via escalation workflows if unaddressed.
2.3. Manual or automated changes in quote status can instantly retrigger notification automation.
2.4. Scheduled automation checks for near-expiry every 24 hours or as defined in the automator.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS; Configure Messaging API with template to deliver expiry alert to client’s phone.
3.2. SendGrid
• Feature/Setting: Automated email; Use Marketing Campaigns or Transactional mail API for expiry notification.
3.3. Slack
• Feature/Setting: Automated team alert; Configure Incoming Webhooks or Workflow Builder for #sales-notifications.
3.4. Microsoft Teams
• Feature/Setting: Automated channel message; Use Teams Connector or Adaptive Cards for direct in-channel notification.
3.5. Gmail
• Feature/Setting: Automated email; Enable Gmail API or filter with auto-responder to send expiry reminders.
3.6. Outlook 365
• Feature/Setting: Power Automate integration; Automate template delivery on quote expiry date.
3.7. HubSpot
• Feature/Setting: Workflow automation; Use “Quote-based workflow” to trigger automated expiry notifications.
3.8. Salesforce
• Feature/Setting: Process Builder or Flow automation; Configure “Time-Based Workflow” for automated alert.
3.9. Zoho CRM
• Feature/Setting: Blueprint Automation; Automatic rules send expiry reminders when expiry date is imminent.
3.10. Pipedrive
• Feature/Setting: Workflow Automator tool; Automates personalized expiry notifications via email or in-app.
3.11. Asana
• Feature/Setting: Rules automation; Task comment or message addition for quotes reaching expiry.
3.12. Trello
• Feature/Setting: Butler Automation; Card due date triggers automated expiry notification via email/Slack.
3.13. Monday.com
• Feature/Setting: Automation Center; “When date arrives” recipe to automate expiry message.
3.14. Zendesk
• Feature/Setting: Triggers & Automations; Automated ticket creation as expiry approaches.
3.15. Google Chat
• Feature/Setting: Chatbot automation; Google Apps Script sends expiry alert to group/room.
3.16. Intercom
• Feature/Setting: Series automation; In-app message delivered on quote expiry automation.
3.17. Mailgun
• Feature/Setting: Automated transactional email via API; Set up timed sequences for expiry notices.
3.18. Freshdesk
• Feature/Setting: Workflow Automator; Automated ticket update and client email for expiring quotes.
3.19. ActiveCampaign
• Feature/Setting: Automation builder; Date-based automator for expiry email/SMS.
3.20. Constant Contact
• Feature/Setting: Automated email sequence; Configure for quote expiry workflow.
Benefits
4.2. Increases quote acceptance rate by timely client prompting through automation.
4.3. Enhances workplace efficiency by automating routine communications and escalation flows.
4.4. Improves customer service and professionalism with automated, consistent notification.
4.5. Enables scale—multiple quotes managed and monitored automatically by the automator.
4.6. Supports full audit trail for compliance via automated logs and reporting.
4.7. Customizes notification strategy by using platform-specific automatable features for optimal client engagement.