Keep sales reps on top of expiring quotes

Sales reps sending quotes let expiring offers lapse, costing pipeline momentum and letting deals stall. Create calendar follow-ups when a quote is sent so reps re-engage before opportunities go stale.

Overview

Sales reps lose pipeline momentum when quotes lapse unanswered. This workflow creates a calendar follow-up for the owning rep every time a quote is sent, preventing missed touches and keeping opportunities active. Teams report faster response times and fewer stale deals.

Notable Features

Add calendar reminders on quote send
Attach quote details to events
Assign follow-ups to quote owner