You approve
Quote follow-up
Open quotes and estimates that have sat for 14 days get a check-in draft when the row has an email. You send it. Quotes without an email are listed to you instead. Accepted, lost, invoiced, or expired rows are skipped.
What it reads
Drafts a check-in for open quotes and estimates that have sat for 14 days, when the row has an email. You approve before it is sent. Quotes without an email are listed to you.
Who hears about it
You approve. Nothing reaches a customer until you click Send.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.