Quote-Sent Follow-Up Cadence
A done-for-you everyday business automation built for the Account Executive, connecting Slack, Salesforce, and PandaDoc so the work below happens on its own.
What this automation does, step by step
The moment a quote is generated in PandaDoc and marked as sent, Zapier logs the timestamp against the opportunity in Salesforce and kicks off a scheduled follow-up cadence: a check-in email at day two, a value-reminder email at day five, and a Slack nudge to the account executive at day eight if the quote still shows an "unopened" or "viewed but not signed" status.
Document-open and time-on-page tracking from PandaDoc feeds back into Salesforce so reps can see exactly which pricing page a prospect lingered on before their next call.
Quotes that go stale past two weeks automatically flag the deal for manager review instead of quietly rotting in the pipeline.
Sales teams using this cadence report closing meaningfully more quotes before they expire, and reps stop having to remember which proposals still need a nudge.
- Zapier or Make.com
- Salesforce
- PandaDoc
- Slack
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on an account executive, who has to track every step by hand across emails, spreadsheets, and sticky notes. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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