Quote Automations

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.

## Triggers

| Trigger | Type | Fires when |

|---|---|---|

| **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. |

## Conditions you can use

- **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.

## Actions

**Send Quote Email** — emails the quote (with an online signing link).

- *To* / *CC* — recipients; *To* is **required**.

- *Subject* and *Message* — **required**; supports placeholders like `[QuoteNumber]`.

- *Document template* — optional; attaches a generated quote PDF.

- *Attach product files* — optional; attaches files held against products on the quote

  (max 20 MB total, 10 MB per file — larger files are skipped).

**Issue Quote** — issues the quote (marks it sent). No settings.

**Decline Quote** — sets the quote's status to Declined. No settings.

## Ready-made templates

| Template | What it does | Trigger | Setup |

|---|---|---|---|

| **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 | Ready |

| **Email the client when a quote is issued** | Confirmation email with a signing link. | Quote Issued | Ready |

| **Re-engage the client when a quote is declined** | Friendly follow-up inviting feedback or a revision. | Quote Declined | Ready |

| **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 | Ready |

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

## 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.