Use quote data in other tools

Use quote properties in tools such as workflows and segments to automate and organize quote data. For example, automate follow up to buyers with outstanding quotes, highlight high-value quotes, or re-engage buyers with expired quotes.

Automatically email buyers whose quote aren't yet accepted, but are expiring soon

Create a segment of quotes that aren't yet accepted and are nearing their expiration date. Use the segment in workflows to automatically email the buyer.

1. Create a segment using the Quotes object.
2. Add the following AND filters:
   • Accepted date: is unknown.
   • Quote status: is any of Published.
   • Expiration date: is less than 7 days from now.
     
     
     
3. Use the segment in a workflow to send an email reminding the buyer to accept the quote.

Track high-value quotes awaiting signature

Create a segment to set a task for the quote owner to follow up when high-value quotes have stalled.

1. Create a segment using the Quotes object.
2. Add the following and filters:
   • Quote amount: is greater than or equal to [amount] (e.g., 10,000).
   • Quote status: is any of Published.
   • Accepted date: is unknown.
   • Create date: is more than 7 days ago.
     
     
     
3. Use the segment in a workflow to automatically create a task for the quote owner when a quote is added to the active segment.

Re-engage buyers of expired quotes

Create a segment to re-engage buyers whose quotes have expired.

1. Create a segment, selecting the Quotes object when creating.
2. Add the following and filters:
   • Quote status: is any of Expired.
   • Accepted date: is unknown.
   • Expiration date: is last 30 days.
     
     
     
3. Use the segment in a workflow to automatically create a task for the quote owner. You can also send automated emails to the buyer when a quote is added to the active segment.