Quote follow-up¶

Quotes go quiet. A follow-up three days later, with the link to accept, is the cheapest sales activity there is.

The Quote follow-up workflow on the canvas: Quote created, then Wait 3 days, then Fetch the quote, then Still a quote?, then Follow-up email, then Call reminder

Before you start¶

Quotes created in BaseCloud

The workflow¶

Step	Task	Type	What it does
1	Quote created	CRM Trigger	Starts whenever a quote or invoice is created
2	Wait 3 days	Delay	Waits three working days
3	Fetch the quote	Accounting	Looks the document up again
4	Still a quote?	If Statement	Continues only if it is still a quote, not yet an invoice
5	Follow-up email	Email	Emails the client the link to view and accept
6	Call reminder	Workflow Note	Reminds the salesperson to call if there is no answer

About the variables

Values such as {{task_36391_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Quote created¶

Task: CRM Trigger. Starts whenever a quote or invoice is created.

Field	Set it to
Trigger Type	`Quote / Invoice Change`
Target Field	`Quote/Invoice Created`

2. Wait 3 days¶

Task: Delay. Waits three working days.

Field	Set it to
Delay Type	`Specified Time`
Days	`3`

3. Fetch the quote¶

Task: Accounting. Looks the document up again.

Field	Set it to
Action	`Fetch Quote / Invoice`
Quote / Invoice ID	`{{task_36391_inv_id}}`

4. Still a quote?¶

Task: If Statement. Continues only if it is still a quote, not yet an invoice.

The If Statement task named Still a quote?, opened to its settings

Field	Set it to
Condition	`{{task_36393_quote_invoice}}` exactly matches `quote`

5. Follow-up email¶

Task: Email. Emails the client the link to view and accept.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36391_client_id}}`
To	`{{all_contacts}}`
Subject	`Any questions about your quote?`

Body

Hi,

We sent you quote {{task_36393_quote_invoice_o_id_full}} a few days ago and wanted to check you have everything you need.

You can view and accept it here: {{task_36393_document_url}}

If the scope or the timing needs adjusting, reply to this email and we will revise it.

Kind regards,
The Neverland team

6. Call reminder¶

Task: Workflow Note. Reminds the salesperson to call if there is no answer.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36391_client_id}}`
Note Type	`Note`
Priority	`Medium`
Due Date	`In Two Days (8AM)`
Tag Users	Peter Pan

Message

Follow-up email sent for quote {{task_36393_quote_invoice_o_id_full}} (${{task_36393_quote_invoice_total}}). Call if there is no answer.

Make it yours¶

Add a second follow-up a week later with a different message.
Tag the client’s responsible manager instead of a fixed person.