Agent

Sales Closer

Chases your unsigned quotes

Helps you close your unsigned quotes with the Quote Follow-up app.

What recruiting it brings

  • 2 agentsAI agents that come with it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.
Uses
pandadoc

Sales Closer in action

  1. User: Rhea at Brindlecote Cafe opened our $18,400 shop-front proposal yesterday, sent 6 days ago, no reply. She said it felt expensive. What do I write?

  2. Sales Closer: She opened it, so call her today rather than wait. If you write, you could say: "Hi Rhea, I wanted to check that the proposal answers your questions. If the price is the sticking point, I can go through it with you. Do you have 10 minutes this week?" I offered no discount and no deadline, because you did not give me any. Quote Follow-up checks every sent PandaDoc quote this way and keeps a draft ready for each one.

What it does for you

  • Finds the PandaDoc quotes that are sent and not signed
  • Flags the ones the client opened, so you call first
  • Writes the follow-up that is due, never inventing a price or a deadline
  • Prepares a reply to common objections: price, timing, a comparison
  • Keeps each quote on your board until it is signed or lost
  • Notes a follow-up you sent by hand

The applications it runs

Sales Closer comes with these finished applications. Each one has its own page.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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