Trigger
Quote pending
The workflow starts when a sent quote has not been answered.
Playbook
Quote follow-up
Keep quotes moving until the client responds or the opportunity closes.
Action
Nudge the prospect
Send a follow-up and ask if anything needs clarification.
Approval
Check the wording
Escalate any sensitive or pricing-related edge cases.
Result
Quote movement
Measure success by reply rate and booked work.