salesPaid

Quote and Follow-Up

From quote sent to deal closed (or formally dropped) — the agent runs the follow-up cadence, answers mid-cycle questions, surfaces the right next-step, and never lets a quote die in someone's inbox.

What it does

Most small and mid-sized businesses are excellent at sending quotes and terrible at following up on them. The data is unkind: more than half of all quotes go without a single follow-up touch after day three.

This workflow handles the entire post-quote lifecycle: confirms the quote was received, answers questions in the business's voice, follows up on a configurable cadence, escalates warm signals, and closes the loop one way or the other.

Trigger

Quote sent (from CRM, accounting tool, or quote generator).

States

  1. sent — Quote delivered, awaiting first signal
  2. viewed — Recipient opened the quote (tracked via tracking pixel or PDF view)
  3. engaged — Recipient replied, asked a question, or otherwise acknowledged
  4. negotiating — Pricing or scope is being discussed
  5. won — Customer agreed; agent prepares the contract / onboarding hand-off
  6. lost — Customer declined or went dark for the full cadence; agent logs the reason
  7. parked — Customer asked to revisit later; agent sets a callback date

Cadence

Default is 3-touch over 14 days, adjusted by signal: viewed quotes get faster follow-up than unviewed; engaged quotes get human handoff sooner; cold quotes get a final touch and graceful close.

When to use it

  • Service businesses that quote frequently
  • B2B teams with mid-five-figure average deal size
  • Anyone whose pipeline is leaking quotes that never got answered

Integrations

Reads from CRM (HubSpot / Pipedrive / Salesforce). Reads/writes email and SMS. Watches quote viewing via tracking pixel or quote-tool webhook.