Sales & Quotation ManagementPurpose
1.2. Automatedly identify quotations not responded to within a configurable timeframe.
1.3. Scheduled reminder notifications to clients automates engagement throughout the sales cycle.
1.4. Minimizes missed sales opportunities and automates the workflow of sales representatives.
1.5. Improves client experience by automating consistent, timely communication.
Trigger Conditions
2.2. No recorded customer activity (reply, acceptance, rejection) on the quotation.
2.3. Configurable schedule automates repeated reminders (e.g., every 3 days until response).
2.4. Auto-detection if quotation is updated, cancelled, or closed — cancels automation as relevant.
Platform Variants
• Feature/Setting: Automate SMS reminders via Programmable Messaging API; sample: set POST request to /Messages with dynamic client, quotation ID, and template text.
3.2. SendGrid
• Feature/Setting: Automate email reminders via Mail Send API; sample: POST to /mail/send with triggered quotation data and email template IDs.
3.3. Gmail API
• Feature/Setting: Automating draft/send emails programmatically with a trigger based on Google Sheets update.
3.4. Outlook 365
• Feature/Setting: Automator uses Graph API to schedule automated reminder emails from sales inbox.
3.5. Slack
• Feature/Setting: Automated notifications to internal sales channels via Incoming Webhooks.
3.6. HubSpot
• Feature/Setting: Automate workflow triggers based on quote status to send automated follow-ups using Sequences API.
3.7. Salesforce
• Feature/Setting: Automation via Workflow Rules/Process Builder, invoking Email Alerts or custom actions for follow-up reminders.
3.8. Zoho CRM
• Feature/Setting: Blueprint/Workflow automates reminder notifications for quotes in "Pending" status.
3.9. Pipedrive
• Feature/Setting: Automate Scheduler triggers to email follow-ups using Activities API for quotations.
3.10. Freshsales
• Feature/Setting: Automating workflows for automatic notifications and reminder emails for stagnant deals.
3.11. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows trigger reminders on open quotes via Email Notification actions.
3.12. ActiveCampaign
• Feature/Setting: Automator for automated follow-up email campaigns with triggered automations based on tag/field status.
3.13. Mailchimp
• Feature/Setting: Email Automation triggers linked to custom fields for quotation status.
3.14. WhatsApp Business API
• Feature/Setting: Automates outbound message sequences to prospects with quotation references.
3.15. Google Sheets
• Feature/Setting: Automated time-based triggers (Apps Script) to email based on "Pending" entry age.
3.16. Monday.com
• Feature/Setting: Automatable automations — send reminders using “when status changes” or “date arrives” on a quote board.
3.17. Asana
• Feature/Setting: Automates task creation and reminders assigned to sales team for overdue quotations.
3.18. Airtable
• Feature/Setting: Automator script blocks run periodic checks and trigger notifications on quote fields.
3.19. Intercom
• Feature/Setting: Automated messages/campaigns are sent if no reply is logged for a specific quote.
3.20. ClickSend
• Feature/Setting: SMS/Email API automates outbound messages on quote status triggers.
Benefits
4.2. Automates timely engagement to increase quotation closure rates.
4.3. Consistency in customer experience through automated reminders.
4.4. Improved sales pipeline visibility by automatedly updating stakeholders.
4.5. Reduced lost opportunities via persistent and automatable outreach.
4.6. Enables scaling follow-up efforts without expanding team size using automation.