Automated follow-ups for quotes and proposals

Purpose

1.1. Automate scheduled and conditional follow-up communications after sending quotes or proposals to potential customers.
1.2. Enhance sales conversion by automating timely reminders, nudges, and status check-ins tailored for computer wholesalers.
1.3. Reduce manual repetitive follow-up, automate tracking of responses and automate escalation to sales teams when no reply is received.
1.4. Automate creation of CRM tasks or updates based on automated follow-up engagement results, improve pipeline visibility, and accelerate closure rates.

Trigger Conditions

2.1. Trigger on creation or update of quote/proposal in CRM or ERP system.
2.2. Trigger when quote/proposal email is opened (tracked email), but no response within pre-set period.
2.3. Trigger on absence of customer reply, status change, or after a preset interval (e.g., 48 hours).
2.4. Trigger based on deal value, company size, or quoted product category (automating personalized follow-ups).
2.5. Trigger if quote/proposal is nearing expiry without customer action.

Platform variants

3.1. Salesforce
• Feature/Setting: Configure Process Builder or Flow to automate workflow on Quote object, using Email Alert action.
3.2. HubSpot
• Feature/Setting: Create Workflow Automation for Deal stage, set enrollment triggers, automate follow-up email task.
3.3. Zoho CRM
• Feature/Setting: Set Workflow Rule for Quotes module, automate email and follow-up tasks using custom functions.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate to trigger on Opportunity/Quote update, send automated email or assign task.
3.5. Pipedrive
• Feature/Setting: Automate Activities with Workflow Automation on proposal sent status, send automated email via Mailigen.
3.6. Freshsales
• Feature/Setting: Workflow automation for Deal stage, set reminder automations, trigger follow-up sequence.
3.7. Copper CRM
• Feature/Setting: Set Automated Sequences for Opportunity status change to automate follow-ups, connect Gmail.
3.8. Monday.com
• Feature/Setting: Automations to notify or email clients when proposal column updates.
3.9. ActiveCampaign
• Feature/Setting: Automate quote follow-up with Automations and Conditional Waits.
3.10. Gmail/Google Workspace
• Feature/Setting: Apps Script to watch sent-label, automate follow-up email if no reply within X days.
3.11. Outlook 365
• Feature/Setting: Use Power Automate to watch sent messages, automate scheduled follow-up mail thread.
3.12. Mailchimp
• Feature/Setting: Automation Journey triggered by “quote sent,” automate follow-up based on user activity.
3.13. Twilio SMS
• Feature/Setting: Use Messaging API to automate personalized SMS follow-up after quote delivery.
3.14. Slack
• Feature/Setting: Webhook or Workflow Builder to automate internal follow-up reminders for account managers.
3.15. Intercom
• Feature/Setting: Series automation to follow-up after quote sent, trigger on user event.
3.16. Zendesk Sell
• Feature/Setting: Automated Follow-up Sequences on Deal, automate follow-up tasks or emails.
3.17. PandaDoc
• Feature/Setting: Workflow Automation triggers post-document view for automating email or notification.
3.18. DocuSign
• Feature/Setting: Connect via API to monitor envelope status, automating follow-up email/SMS if unsigned.
3.19. Xero
• Feature/Setting: Workflow automation when Quote sent, use webhooks to automate reminders/invoices.
3.20. QuickBooks
• Feature/Setting: Workflow automation or Zapier integration to monitor Quote activity, automate custom reminders.
3.21. SendGrid
• Feature/Setting: Automate triggered transactional emails and drip campaigns with Dynamic Templates API.
3.22. WhatsApp Business API
• Feature/Setting: Automate templated WhatsApp quote follow-ups via integration, schedule based on delivery status.
3.23. Mailgun
• Feature/Setting: Automate sending and tracking quote follow-up emails based on webhook events (opened, clicked).

Benefits

4.1. Automatedly accelerates deal progress by automating timely client engagement.
4.2. Automating reminders minimizes lost sales due to missed manual follow-ups.
4.3. Automation improves sales team productivity and ensures consistency.
4.4. Automated analytics on follow-up engagement for continuous process refinement.
4.5. Automator reduces sales cycle time and automates reporting for management oversight.
4.6. Automation enables personalized, relevant, and automatable touchpoints throughout the sales pipeline.