Sales & Quotation ManagementPurpose
1.2. Automated detection and notification of unaddressed quotes improves follow-up, conversion rates, and customer satisfaction by maintaining proactive communication.
1.3. Automates repetitive task management, freeing time for strategic activities and automating the escalation process for overdue quotations.
1.4. Used by garden building suppliers in the retail outdoor structures industry to enhance sales & quotation automation and operational efficiency.
Trigger Conditions
2.2. Automate reminders based on last activity date or inactivity threshold.
2.3. Automatedly triggered by changes in quote status (e.g., moved to 'pending' without update within specified time).
2.4. Scheduling automator initiates reminders at defined intervals for outstanding sales quotations.
Platform Variants
• Feature/Setting: API for automated SMS reminders; configure webhook to initiate message for each pending quote.
3.2. SendGrid
• Feature/Setting: Automator uses transactional email API; schedule template-based reminders referencing quote ID.
3.3. Slack
• Feature/Setting: Incoming Webhooks automate Slack channel or DM reminders to sales; set trigger on overdue quotes.
3.4. Microsoft Teams
• Feature/Setting: Automation via Graph API to post reminders in Teams chat/channel; use adaptive card format for quote details.
3.5. HubSpot
• Feature/Setting: Workflow automation to email sales; configure enrollment triggers on deal inactivity.
3.6. Salesforce
• Feature/Setting: Scheduled Flows automate email or task reminder to account owner on pending opportunity.
3.7. Zoho CRM
• Feature/Setting: Blueprint automation or Workflow Rules for sending reminder email/task creation.
3.8. Pipedrive
• Feature/Setting: Automating Activities API to create follow-up activity when quote is unaddressed.
3.9. Gmail
• Feature/Setting: Automated send mail via API; configure trigger with search for pending quote labels.
3.10. Outlook
• Feature/Setting: Automate email reminders via Graph API; schedule tasks or calendar reminders to sales personnel.
3.11. Monday.com
• Feature/Setting: Automate notification via board automation rules for “Quote Pending” status.
3.12. Asana
• Feature/Setting: Automated task creation or reminder via API when quote remains open.
3.13. Trello
• Feature/Setting: Butler automation triggers card comment/notification for unaddressed quote lists.
3.14. Zendesk
• Feature/Setting: Trigger automation to remind sales ticket assignee via internal note or email.
3.15. Freshsales
• Feature/Setting: Workflow automator schedules reminder emails on deal or quote inactivity.
3.16. ClickUp
• Feature/Setting: Automation to create task or comment on overdue quotes for assigned user.
3.17. Intercom
• Feature/Setting: Automatedly send message to internal team inbox for pending quote follow-ups.
3.18. Google Chat
• Feature/Setting: API for automated notification to group chat for sales team regarding quote aging.
3.19. Airtable
• Feature/Setting: Automate scheduled notifications via scripting block when records meet pending criteria.
3.20. Notion
• Feature/Setting: Configure database automation to mention/notify in-page for quotes in “pending” status.
3.21. QuickBooks
• Feature/Setting: Automated workflow to send internal notification for quotes not invoiced within timeframe.
3.22. Gmail Add-ons
• Feature/Setting: Automator plugin sends scheduled email reminders to specific threads or recipient groups.
Benefits
4.2. Automating reminders ensures timely pursuit of all quotations, supporting higher conversion rates.
4.3. Automated processes free sales personnel from repetitive admin, focusing their time on value-driven engagements.
4.4. Automation provides consistent workflow, creating a reliable, audit-traceable sales process.
4.5. Automatable tools increase operational scale and flexibility with minimal manual intervention.