Wherefour Automated Quote Follow-Up Drafts
Every Monday, WebRun opens Wherefour, finds all quotes sent more than five days ago that are still in open or pending status, logs them to a Google Sheet pipeline tracker, and drafts a personalized follow-up email in Gmail for each open quote so your sales reps can review, adjust the offer if needed, and send with one click.
How do I automatically draft follow-up emails for open quotes in my food manufacturing business?
Every Monday, WebRun finds all Wherefour quotes sent more than five days ago that are still open, logs them to a Google Sheet pipeline tracker with days-open and validity flags, and drafts a personalized follow-up email in Gmail for each one. Sales reps review and send their own drafts, so no open quote goes cold for lack of timely outreach.
- No open quote goes more than a week without a follow-up attempt
- Every draft is personalized with the correct quote number and customer-specific context
- Quote Pipeline sheet gives the sales manager a live view of all open deals
Built for food manufacturers · beverage producers · co-packers · sales reps · sales managers
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.wherefour.comin a real browser with your saved login - no setup, no API keys. -
1
Wherefour - find open quotes past the follow-up window
wherefour.com
WebRun opens Wherefour to find open quotes past the follow-up window. - Open Wherefour and navigate to open Quotes
- Filter to quotes in sent or pending status with a sent date more than 5 days ago
- Capture customer name, quote number, total value, sent date, and assigned sales rep for each
- Note any line items that are close to their quoted validity expiry
Done when All open quotes past the five-day follow-up window are listed with their details and rep assignments.
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2
Google Sheets - log open quote pipeline for sales manager
google.com
WebRun opens Google Sheets to log open quote pipeline for sales manager. - Open the designated Quote Pipeline Google Sheet
- Upsert a row for each open quote with customer, quote number, value, days open, and rep
- Mark rows where the quote validity is expiring within 3 days
- Remove rows for quotes that have since been accepted, declined, or converted to orders
Done when The Quote Pipeline sheet reflects all currently open quotes with days-open and expiry flags.
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3
Gmail - draft follow-up emails for rep review
gmail.com
WebRun opens Gmail to draft follow-up emails for rep review. - Draft a personalized follow-up email for each open quote addressed to the customer's primary contact
- Reference the specific quote number and key line items in the email body
- For quotes near validity expiry, include a note about the approaching deadline
- Leave every email as a draft in the assigned rep's Gmail for review. Do not send automatically.
Done when A review-ready draft follow-up email exists in Gmail for every open quote past the five-day window.
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 send follow-up emails to prospects automatically?
No. Every follow-up email is drafted in Gmail and left for the assigned sales rep to review and send. WebRun never emails a customer or prospect without a human approving the message first.
What if the same quote has already been followed up this week?
WebRun checks the Quote Pipeline sheet for follow-up activity logged in the current week. Quotes that already have a follow-up marked are skipped so reps are not asked to send a second email to the same customer.
Can it handle quotes from multiple sales reps?
Yes. Each draft follow-up email is placed into the Gmail drafts of the rep assigned to that quote in Wherefour, so every rep only sees their own follow-ups.
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