1.Detect quote sent
Integrate Quotient, quote tracking tools, and sales ops systems to detect quote sent events and start the reminder flow.
Send 3-day quote reminder to prospects with no response
Automatically monitor quote sent events across Quotient and Sales email tools. Send a branded 3-day reminder when quote sent, no response yet, or quotes exceed your thresholdβso you can schedule follow-ups, prevent duplicate reminders, and route replies without manual follow-up work.
How this automation accelerates quote follow-up
When a quote is sent, delays can stall deal momentum and create repeat outreach. This automation formats dates, waits 3 days, checks for prior follow-ups, and sends branded reminder emailsβso your team can follow up at the right time.
Quotientor swap with your favorite app
2.Format sent date
Integrate Formatter by Zapier, workflow formatting tools, and date mapping to format the quote sent date for the email message.
Formatter by Zapieror swap with your favorite app
3.Wait 3 days
Integrate Delay by Zapier and scheduling tools to wait 3 days after the quote sent timestamp before reaching out.
Delay by Zapieror swap with your favorite app
4.Find existing follow-up
Integrate Zapier Tables, spreadsheet tools, and table lookups to search for an existing follow-up by matching the quote reference.
Zapier Tablesor swap with your favorite app
5.Gate on no follow-up
Integrate Filter by Zapier and conditional logic tools to continue only when no follow-up record is found in the table.
Filter by Zapieror swap with your favorite app
6.Send reminder email
Integrate Gmail and email templates to send the branded reminder with the quote link and formatted sent date.
Gmailor swap with your favorite app
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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