Outcome. A rep gets a task a few days before a live quote expires, with enough time to extend it or push for a decision before the buyer loses the ability to sign it.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-011
flowchart TD
A[Quote status = Sent, expiration date known] --> B[Set Quote reminder date = expiration minus 3 days]
B --> C[Wait until Quote reminder date]
C --> D{Quote status still Sent or Viewed?}
D -->|Yes| E[Create expiration-reminder task for deal owner]
D -->|No| F[End, no action]
When to use it, when not to
- UseUse it for quotes that set a real expiration date and where losing a signature window because nobody noticed is a recurring problem.
- UseUse it to standardize the reminder window across a whole team instead of leaving it to individual reps to track manually.
- SkipDo not use it if your quote template never sets an expiration date; there is nothing for this workflow to count back from, see the prerequisite note below.
- SkipDo not use it as your only safeguard against expired quotes if extensions are frequent; pair it with a process for reps to update expiration dates when a deal is clearly still live.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.3 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.4 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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