Quote Follow-up
Know which sent quotes still wait for a signature, and what to send next. The app reads the quotes you sent from PandaDoc and keeps those that are not signed.
What installing it brings
- 1 workflow35 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Know which sent quotes still wait for a signature, and what to send next. The app reads the quotes you sent from PandaDoc and keeps those that are not signed. It flags the ones the client opened so you can call, decides by rule which follow-up of your cadence is due (days after sending, 2, 5 and 10 by default), and writes a short draft for each from the quote's own facts: the client, the document title, and the total and scope when your template has tokens for them. It never invents a price, a discount or a deadline. Each quote becomes a card on your Quote board (Engaged, Follow-up due, Waiting, Gone quiet, Signed, Lost) and stays there until it is signed or lost. Settings: period, follow-up days, number of quotes, how long an opening counts, email or short text, language, tone, your company, sign-off, the PandaDoc token names, preview only. Needs PandaDoc (read access, an API key). Drafts only: nothing is sent and nothing is changed in PandaDoc.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 35 steps, 1 screen.
Published by
livecontext
@livecontext