Quote Automation Workflows

Keep quotes moving without manual chasing — confirmation emails on issue, reminders while they're outstanding, thank-yous on acceptance, and tidy-up when they expire.

Quote Triggers

• Quote Created - | Event | A quote is created (saved as a draft, not yet issued).
• Quote Issued - | Event | A quote is issued/sent to the client.
• Quote Accepted - | Event | A quote is accepted — including via the client e-signing portal.
• Quote Declined - | Event | A quote is declined.
• Quote Timer - | Timer (daily) | Runs daily over open quotes (not yet accepted/declined and still valid). Used for follow-up reminders.
• Quote Expired Timer - | Timer (daily) | Runs daily over quotes whose expiry date has **passed**. Used for expiry notices and auto-decline. |

Quote Conditions

Common quote fields to filter on:

• Total - e.g. only chase quotes above a value.
• Sent-to-client date - for reminder cadences after a quote is sent.
• Expiry date - for expiry notices and auto-decline timing.
• Status - to target a particular state.

Reminder and expiry templates use "Date is exactly N days old" so each message fires once on its day.

Quote Actions

• Send Quote Email - emails the quote (with an online signing link).
• Issue Quote -  issues the quote (marks it sent). 
• Decline Quote - sets the quote's status to Declined. 
• Create To-Do - adds a WorkGuru to-do linked to the quote.

Automation Library Quote Templates

• Remind the client about an unanswered quote ⭐ | Polite reminders with the signing link at 7/14/21 days after sending (each once). | Quote Timer | Adjust days; ready otherwise |
• Thank the client when they accept a quote ⭐ | Thank-you and next-steps email on acceptance. | Quote Accepted |
• Email the client when a quote is issued | Confirmation email with a signing link. | Quote Issued |
• Re-engage the client when a quote is declined | Friendly follow-up inviting feedback or a revision. | Quote Declined |
• Let the client know their quote has expired | Emails the client the day after expiry, inviting a refreshed quote. | Quote Expired Timer | Choose recipient; tweak message |
• Auto-decline a quote after it expires | Automatically declines a quote once expired for N days (default 1). | Quote Expired Timer | Ready (adjust days) |
• Create a follow-up to-do when a quote is issued | Adds a to-do for the owner to follow up. | Quote Issued |

⭐ = Starter Pack / popular. These feature in the Revenue Growth Pack.

Quote Workflows Tips

• Pair **Remind the client about an unanswered quote** (chases before expiry) with **Auto-decline a quote after it expires** (cleans up afterwards) for a hands-off quote pipeline.
• The reminder cadence (7/14/21 days) is fully editable — clear any interval you don't want before activating.
• Acceptance triggers fire from every acceptance path, including the client signing portal, so a thank-you email always goes out.