Automated Flex Quote Approval Follow-Ups
Every morning, WebRun opens Flex Rental Solutions, finds quotes sent more than 2 days ago without an approval, checks each one's signature status in DocuSign, and drafts a friendly follow-up email in Gmail for every quote still waiting, left unsent for your review.
How do I follow up on unsigned AV or staging rental quotes before losing the date?
WebRun opens Flex Rental Solutions every morning, finds quotes sent more than 2 days ago without an approval, and checks each one's signature status in DocuSign. It drafts a friendly follow-up email in Gmail for every quote still waiting, left unsent for your review, so no event date sits at risk from an unsigned quote.
- Unsigned quotes get a drafted follow-up within a day of going stale
- Event dates are less likely to be lost to a slow approval
- Sales team reviews and sends, nothing goes out unchecked
Built for AV rental sales teams · staging and event production sales · account managers · rental company owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.flexrentalsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Flex Rental Solutions - find unapproved quotes
flexrentalsolutions.com
WebRun opens Flex Rental Solutions to find unapproved quotes. - Open Flex Rental Solutions and filter quotes to sent but not yet approved
- Capture the client name, event date, and quote value for each
- Skip any quote sent within the last 2 days
Done when Every quote awaiting approval for more than 2 days is listed with its details.
-
2
DocuSign - check signature status
docusign.com
WebRun opens DocuSign to check signature status. - Open DocuSign and check the envelope status for each pending quote
- Confirm whether the client has viewed or partially signed the document
- Note how many days each envelope has been outstanding
Done when Every pending quote has a confirmed DocuSign status and days outstanding.
-
3
Gmail - draft a follow-up for review
gmail.com
WebRun opens Gmail to draft a follow-up for review. - Draft a friendly follow-up email for each quote still awaiting approval
- Reference the event date and mention that the hold on the date is not indefinite
- Leave every draft unsent in your account for your review before sending
Done when A draft follow-up is ready in Gmail for every unsigned quote and left unsent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email clients without me reviewing it first?
No. Every follow-up is drafted in your Gmail account and left unsent. You review and send each one yourself, nothing goes to a client automatically.
Does it resend the DocuSign envelope?
No. It only checks the current signature status. Resending or modifying a DocuSign envelope is still something you do directly in DocuSign.
How does it decide which quotes need a follow-up?
It looks for quotes sent more than 2 days ago with no approval yet, so brand new quotes are not chased before the client has had a fair chance to respond.
Related templates
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