Sales & CRM
Quote & Proposal Follow-Up Agent
Human-approved · Standard · High severity
Works with: D365 Sales, Business Central (optional), Outlook
The problem
Quotes go out and then sit in inboxes. Nobody follows up on a disciplined cadence because reps are busy with new work, so winnable revenue quietly expires. The follow-up that does happen is generic ("just checking in").
What the agent does
- Trigger: daily scan of open quotes/proposals past their follow-up threshold.
- For each, gathers quote age, value, customer history, prior emails, and any open questions.
- Drafts a specific follow-up (references the actual quote contents and last conversation) or recommends escalation/close-lost.
- Human approval: rep approves/edits in Teams before send.
- Logs the touch and sets the next follow-up date in D365.
You need this if
- No standard follow-up cadence for outstanding quotes
- Quote-to-close rates unknown or dropping
- Reps report "waiting to hear back" on significant pipeline value
Who uses it
Sales reps, sales manager, owner.
What goes in, what comes out
In: open quotes, email history, account context. Out: drafted follow-ups, escalation flags, updated next-step dates.
Why it pays
Recovers revenue already paid for (the selling work is done — only the follow-through is missing). Even one saved deal per quarter typically exceeds the build cost.
Built to be trusted
- No send without approval; no discounting or terms language beyond the existing quote
- Stops the sequence the moment a customer reply is detected
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.