Proposal status tracking and automated reminders

Purpose

1.1. Automates the monitoring of proposal status for double glazing wholesale projects.
1.2. Enables automated reminders to clients and internal teams when proposals are awaiting action, preventing missed opportunities.
1.3. Streamlines quote approvals, automatedly reducing pipeline stagnation and accelerating project cycles.
1.4. Integrates with CRM, email, SMS, and workflow tools to automate communication, status updates, and escalation steps.
1.5. Ensures automatable processes for logging responses, updating statuses, and tracking client engagement.

Trigger Conditions

2.1. Proposal sent but remains in "Pending", "Awaiting Response", or "Viewed" state for predefined periods (e.g., 24, 48, 72 hours).
2.2. Customer opens proposal but takes no further action.
2.3. Internal status "Follow-up Needed" is flagged within CRM system.
2.4. Proposal link clicked without signature/submission within set period.
2.5. Specific proposal milestones reached or deadlines approaching, triggering automated reminders.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder or Workflow Rules for automating reminder emails and status updates using "Proposal__c.Status__c" triggers.
• API: /services/data/vXX.X/sobjects/Proposal__c/updated

3.2. HubSpot
• Feature/Setting: Automated Workflows, "Deal Stage = Proposal Sent" with delay trigger/action for follow-up emails.
• API: /crm/v3/objects/deals

3.3. Pipedrive
• Feature/Setting: Automations for stage progress and "Activity Reminder" triggers.
• API: /v1/deals/{id}/activities

3.4. Zoho CRM
• Feature/Setting: Blueprint automator for status tracking and automated follow-up notifications.
• API: /crm/v2/Deals/actions/blueprint

3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate for proposal status evaluation and automated communication flows.
• API: /api/data/v9.0/opportunities

3.6. Monday.com
• Feature/Setting: Automations builder ("When status changes to X, send email / create reminder").
• API: /v2/boards/{boardId}/items/{itemId}

3.7. Asana
• Feature/Setting: Rules for automated reminders when tasks (proposals) have no updates.
• API: /api/1.0/tasks

3.8. Trello
• Feature/Setting: Butler automation for card movement (status) and scheduled reminders.
• API: /1/cards/{cardId}/actions

3.9. Google Workspace (Gmail + Sheets)
• Feature/Setting: Google Apps Script for automating status rows and sending automated follow-up emails.
• API: GmailApp.sendEmail(), Sheets API batchUpdate

3.10. Slack
• Feature/Setting: Workflow automator for scheduled DM reminders on “Proposal Awaiting Action” channels.
• API: chat.scheduleMessage

3.11. Twilio
• Feature/Setting: SMS automation for mobile reminders to clients or sales team.
• API: /2010-04-01/Accounts/{AccountSid}/Messages.json

3.12. SendGrid
• Feature/Setting: Automated follow-up and reminder emails via scheduling API.
• API: /v3/mail/send

3.13. Intercom
• Feature/Setting: Automated chat follow-ups for proposals with no response.
• API: /conversations

3.14. DocuSign
• Feature/Setting: Envelopes: status change webhook automation for completed/outstanding signatures.
• API: /restapi/v2/accounts/{accountId}/envelopes

3.15. PandaDoc
• Feature/Setting: Automated reminders for unsigned proposals; triggers on "Status: Sent".
• API: /public/v1/documents/{document_id}/send

3.16. HelloSign
• Feature/Setting: Automated status reminders for "Awaiting Signature" documents.
• API: /v3/signature_request/list

3.17. ClickSend
• Feature/Setting: Automate SMS reminders for proposal actions.
• API: /v3/sms/send

3.18. Mailgun
• Feature/Setting: Automates sending drip emails on proposal status.
• API: /v3/{domain}/messages

3.19. ActiveCampaign
• Feature/Setting: Automation sequences for deals in "Proposal Sent" status triggering repeated reminders.
• API: /api/3/deals

3.20. Zoho Mail
• Feature/Setting: Automated workflows for email reminders based on custom proposal tags.
• API: /api/accounts/{accountId}/messages

3.21. Airtable
• Feature/Setting: Automation triggers when status cell changes, sending notifications or emails.
• API: /v0/{baseId}/{tableIdOrName}

3.22. ClickUp
• Feature/Setting: Automate status update reminders on tasks tagged as "Proposal".
• API: /api/v2/task/{task_id}

Benefits

4.1. Automates follow-up, reducing manual oversight and missed deadlines.
4.2. Enhances workflow efficiency by automating repetitive status checks.
4.3. Reduces lost opportunities with timely, automated reminders.
4.4. Improves client experience through prompt, automated communication.
4.5. Enables scalable, automatable sales processes as volumes grow.
4.6. Frees staff from low-value tasks through end-to-end proposal automation.
4.7. Provides transparent audit trails for all automated status changes and reminders.