Open quotes followed up to a sales order
Follows up on each open quote before it expires, answers stock, lead time and price questions and converts accepted quotes into sales orders.
Most quotes die from silence.
Reps send quotes and move on to the next fire. Nobody tracks which buyers opened them, which are about to expire, or which only needed a lead time answer. Small quotes add up, and they go to whoever calls back.
The branch sent 220 quotes last month. Reps followed up on the 15 biggest, and the rest expired without a single call.
Open quote follow-up, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Watch open quotes
Tracks every open quote by value, age and expiry date in the ERP.
- 2
Follow up
Emails or texts the buyer at set points and answers stock, lead time and price questions.
- 3
Convert the win
Turns accepted quotes into sales orders and tells the rep about lost reasons.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- No quote expires without a touch
- Lost reasons captured for pricing
- Reps spend calls on big deals
Works inside the systems you already run
Before you ask.
Follows up on each open quote before it expires, answers stock, lead time and price questions and converts accepted quotes into sales orders. It works in three steps: watch open quotes, follow up and convert the win.
It works inside the tools your team already uses, including ERP, email, CRM and text messaging. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
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Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.