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Quote & Proposal Recovery System
Re-engage stale quotes before they go cold for good
Most proposals get sent once and then forgotten. Without a system to track them, remind your team, and trigger re-engagement, good deals die quietly. We build a workflow that monitors the age of open quotes, sends timely follow-up prompts or outreach, and surfaces at-risk opportunities before they’re gone.
Quote trackingRe-engagementPipeline visibility
What's included
- Quote and proposal age tracking
- Automated re-engagement sequences
- Team visibility into stale pipeline
- CRM update triggers based on quote status
- Reporting on recovered vs. lost opportunities