The follow-up date arrives.
An agreed scheduled check looks for sent quotes whose review date is due.
A shortlist of quotes to check
BUSINESS AUTOMATION / QUOTE FOLLOW-UP
Quote follow-up reminders
Quotes are being forgotten.
Keep quote dates and decisions in one place, then prompt staff when an outstanding quote needs attention.
WORKING DEMOSample data only
Try the workflow.
Change the input. Run the example. See what happens.
01 / YOUR SAMPLE INPUT
Run the example twice to test duplicate handling, or choose another status to see when it stops.
Your result appears here when you run the example.
This demo runs locally in your browser. Nothing is sent or saved to a business account. A commissioned workflow connects your agreed applications after testing and approval.
CDM SETUP FEE
Setup: individually quoted
Configuration, agreed testing, instructions and handover. You approve the scope and fee before work starts.
YOUR CHOICE
Support: optional, quoted separately
Choose an agreed maintenance allowance or manage the workflow using your handover notes.
PAID TO YOUR SUPPLIERS
Software and usage: separate
Subscriptions and usage charges belong to your own accounts. These are not CDM’s setup or support fee.
See the running-cost allowance ↓THE WORKFLOW, STEP BY STEP
Bring the right quote back to your attention.
A staff reminder helps you decide what to do. It does not automatically chase the customer.
Follow the steps, at your pace.
Illustrations explain the process. They are not a live activity feed.Check the latest status.
Accepted, declined, expired or closed quotes leave the reminder queue. Agreed reminder limits are checked too.
Closed quotes stay out of the queue- Human decision
Remind you, then record your decision.
You receive an internal prompt, check the conversation and decide whether to contact the customer. Staff update the quote record after a reply.
A human decision, with the next step recorded
Where you stay in control
Staff decide whether to contact the customer and update the record after a reply. You agree the follow-up interval and maximum number of reminders. Customer messages require separately approved wording and scope.
Stop rules: Reminders stop when a quote is accepted, declined, expired or closed. The current status is checked again before a reminder is issued.
Trigger and actions — the detailed workflow
An agreed daily check finds a sent quote whose follow-up date has arrived.
- Read the quote reference, date, owner and current status.
- Create a staff reminder for an outstanding quote.
- Record the reminder and next agreed check date.
What you provide and which applications can connect
- A structured quote list with dates, owner and accepted/declined/closed statuses
- Read access to the quote source and access to the staff notification channel
- Follow-up rules, working days and stop conditions
Microsoft Lists, Google Sheets or a compatible CRM, with Outlook, Gmail or a staff task list. CRM access depends on your subscription and available connection.
Connections depend on subscription, permission and compatibility checks. Use named access in your own accounts; do not send passwords in an enquiry.
Setup deliverables, testing and handover
- Map the quote fields and status values
- Configure dates, reminder limits and staff recipients
- Test accepted, declined, expired and closed records
- Document failure handling, controlled retries and a manual fallback
- Provide the workflow map, configuration notes and a handover walkthrough
Extra sources, additional connections, historical data cleanup and later changes may need a separate quote. Your proposal confirms the included scope before work starts.
SETUP, RUNNING COSTS & OWNERSHIP
Know the cost. Keep control.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
A quote built around your working day
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
Some CRMs charge for API access. More frequent checks and larger quote lists can use more automation credits.
Ownership and handover
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
Running costs are separate
- Automation platform subscription and usage allowance
- Additional email accounts or software upgrades
- Paid CRM/API access, forms, electronic signatures, SMS, storage or document processing where required
- Optional CDM maintenance with agreed limits and response arrangements
- Future changes, extra workflows or increased usage
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Care after handover
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
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