Automated quote follow up

CRM & Sales Sales Email
1

Hi

I’m trying to work out if it is possible to set up a workflow to automatically follow up a quote once it has been moved to Quote stage within say 24 hours and a value of XX. The thing I don;t know is can an email template be set up that auto fills details like contact email, contact name and the subject header such as RFQ and quote references?

2

Hello @AMcDuff that’s a great question!

Let’s ask our top experts for their suggestions, @Josh@himanshurauthan any recommendations to @AMcDuff matter?

Thank you,

Pam