Send staged quote expiry reminders to customers and update tasks
Send staged quote expiry reminders to customers and update tasks
Your quote tasks reach their due date without consistent follow-up, forcing reps to chase documents and status. The workflow sends reminder emails and updates task dates so reps have clear next steps same day.
Overview
When a quote hits its due date it should trigger consistent outreach so prospects don't stall in the pipeline. This flow finds the current quote, attaches the PDF, sends a locale-aware reminder, and updates the task so reps have a clear next action same day.