Send 14-day proposal reminder and update request record
Send 14-day proposal reminder and update request record
Your proposals stuck in the configured waiting-for-order stage delay interventions and billing readiness. It sends the quote reminder and updates the record so account managers regain momentum within 14 days.
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Overview
When proposals sit idle in a waiting stage, delivery and billing timelines slip; this flow automatically nudges clients after two weeks and marks the request as reminded. It removes manual chasing for account managers and restores pipeline momentum within 14 days.