Lists proposal answers nobody has touched in a year and asks the owner to refresh them.
Part of Quote and proposal versioning
Tools
Loopio, Salesforce CPQ, Clari
Outcomes
Current pricing and answers • A clear owner per block
Documentation
Instruction-ready detail below
<in:schedule>Every second Tuesday</in:schedule>, list the <in:documents>answer blocks</in:documents> not updated in 12 months, then <email>email</email> the owners a short refresh request.
<in:schedule>Every second Tuesday</in:schedule>, list the <in:documents>answer blocks</in:documents> not updated in 12 months, then <email>email</email> the owners a short refresh request.Tools
Loopio, Salesforce CPQ, Clari
Trigger
Every second Tuesday at 10:00am
Setup time
10 minutes
Assemble the pricing, the approved terms, and the proof the buyer asked for into one packet, with each missing piece named before the send.
Send every discount and non-standard term to the named approver with the deal context attached, instead of leaving it in a reply thread for three days.
Check the legal, security, and procurement items against the buyer's own requirements before the first redline goes out.
Download
Download the app and begin with drafts and checklists before you write anything back.