Quotation Followup

The Quotation Followup module helps sales teams stay proactive by automating reminders for quotations that remain inactive. By setting a threshold in the configuration settings, the system monitors quotations stuck in the “Quotation” state and triggers timely email and activity alerts. This ensures no opportunity slips through the cracks and improves conversion rates through consistent follow-up. Automate follow-ups for quotations with configurable reminders. Set a threshold in settings to monitor quotations stuck in Quotation state. Triggers email and mail.activity alerts to ensure timely action and conversion. This module create the followup activity for the salesperson when customer open quotation from portal and customer signd the quotation from portal.