Follow up on open quotes before they go cold
Every morning, WebRun opens ProShop ERP, finds quotes sent more than five days ago with no customer reply, drafts a polite follow-up email for each buyer, and posts your sales team a Slack list of who still needs a nudge.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open RFQs and quotes before they go cold?
WebRun reviews your ProShop ERP quote log each morning, finds RFQs and quotes sitting five or more days without a customer reply, and drafts a polite, on-brand follow-up for each in Gmail. It then posts your sales team a ranked Slack list of who to chase first, so no quote goes cold from being forgotten.
- Stale quotes get a follow-up within a day instead of sitting forgotten
- Sales opens Slack to a ranked chase list every morning
- Quotes already answered are skipped automatically from live ProShop status
Built for CNC machine shops · precision manufacturers · job shop sales teams · shop owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
proshoperp.comin a real browser with your saved login - no setup, no API keys. -
1
ProShop ERP - find quotes with no reply
proshoperp.com How to Automate ProShop ERP
WebRun opens ProShop ERP to find quotes with no reply. - Open ProShop ERP and filter the quote log to Sent, no response
- Capture the customer, quote number, and days since it was sent
- Skip any quote already followed up on this week
Done when Every stale quote is listed with its age and contact.
-
2
Gmail - draft a follow-up for each buyer
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow-up for each buyer. - Draft a short, polite follow-up referencing the quote number and part
- Leave every email as a draft in Gmail for your sales rep to review
- Never send a follow-up on its own
Done when A ready-to-send draft exists for every stale quote.
-
3
Slack - list who still needs a nudge
slack.com How to Automate Slack
WebRun opens Slack to list who still needs a nudge. - Post a ranked list of stale quotes to the sales channel
- Put the oldest and highest-value quotes first with the rep tagged
Done when Sales has today's follow-up list in Slack.
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 customers without me?
No. WebRun only drafts the follow-up in Gmail. Every email waits in your drafts folder for a sales rep to review and send, so nothing goes to a customer unapproved.
How does it decide a quote is stale?
It reads the quote's sent date and reply status straight from ProShop ERP each morning, then flags anything past the follow-up window you set, typically five business days with no response.
What if the customer already replied?
It reads the live quote status in ProShop ERP every run, so any quote with a logged reply or a won or lost status is skipped automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.