Your businessDemo

⌘ K

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Quote not accepted

Chases the client when a quote sits in Sent without a response.

WhenWhen a quote is sent and the client hasn't accepted or declined within 7 days.StopsStops when the quote moves to Accepted, Declined, or Expired.OnQuote

Trigger and stop conditions are coded for you. You can edit the copy of each step below, or pause the whole automation above.

Sequence · 3 steps

1Day 7

Email

SubjectBody

2Day 14

Email

SubjectBody

3Day 28

Email

SubjectBody

Available merge tokens

{{client_first_name}}{{client_name}}{{company}}{{owner_first_name}}{{owner_name}}{{quote_ref}}{{quote_title}}{{quote_value}}{{sent_date}}{{accept_link}}

Tokens get replaced with real values when the message is sent. Wrap them in double curly braces in your copy, exactly as shown.

Atlas

Scoped to your view · Admin

Try

You · 08:42

What's important today?

Atlas · 08:42

Three things stood out when I looked across your week.

You have three overdue invoices totalling about $20,800. The biggest is Atwood Holdings · INV-2026-111 at $8,200, seven days late.

Two of your sent quotes have been opened but not accepted in over five days — Anna Vance · Q3 engagement and Imogen Falconer · Implementation. Worth a nudge.

And Charlotte Pike hasn't replied to your Friday email. The board review she mentioned was scheduled for today, so it's possible they're still deliberating.

You · 08:45

What might a chase to Charlotte look like?

Atlas · 08:45

Reading her last few replies, she responds well to a soft, no-pressure tone. Something like:

Hi Charlotte,

Thank-you for the note on Friday — totally understand the board needs a Friday review. Just checking in to see if anything came up from that side that you'd like me to address before we lock in the next steps.

Happy to hop on a quick call if easier.

Best, Marcus

Nothing's been sent — copy from above or rewrite from scratch in the inbox when you're ready.

You · 08:48

What's Atwood's payment history like?

Atlas · 08:48

They've been a customer since May 2024. Across their last six invoices, only two were paid on time. The average is about 12 days past due.

Their largest paid invoice was $24,000 in May 2024, and they have $8,200 currently outstanding on INV-2026-111.

Tone of their replies is always polite, usually citing board sign-off delays. They settle eventually — not a default risk, just a slow payer.

You · 08:51

What's the status of INV-2026-111?

Atlas · 08:51

INV-2026-111 is for the Strategic review balance, $8,200. It was issued on 5 May, and Eleanor owns it.

Status is overdue by seven days. An automated reminder went out three days ago and there's been no reply since. It's linked to Q-2026-092, which was accepted.

Last touched by the system, not a person. Might be worth a personal follow-up.

Atlas reads and summarises · you take the actions↵ask