Follow up on open quotes before contractors take them elsewhere
Every morning, WebRun opens CP Tech DistributionPlus, finds quotes sent more than 3 business days ago that haven't converted to an order, drafts a personalized follow up email for each in Outlook without sending it, logs the full open quote pipeline to Google Sheets, and posts your sales team a ranked Slack list by quote value so reps chase the biggest opportunities first.
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- Under $0.01 per run
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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
cptechinc.comin a real browser with your saved login - no setup, no API keys. -
1
CP Tech DistributionPlus - find open quotes with no order
cptechinc.com How to Automate CP Tech DistributionPlus
WebRun opens CP Tech DistributionPlus to find open quotes with no order. - Open DistributionPlus and pull quotes sent more than 3 business days ago with no linked sales order
- Capture the quote number, contractor, total value, date sent, and the rep who quoted it
- Exclude quotes already marked declined or expired
Done when Every unanswered quote past 3 business days is listed with its value and rep.
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2
Outlook - draft a follow up for each quote
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft a follow up for each quote. - Draft a personalized follow up email for each open quote referencing the quote number and the products quoted
- Keep the tone low pressure and ask if the contractor has any questions
- Save every follow up as a draft and leave it unsent for the rep to review
Done when A follow up draft is ready in Outlook for every open quote.
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3
Google Sheets - log the open quote pipeline
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the open quote pipeline. - Log every open quote to the pipeline tracker with its value, age, and assigned rep
- Remove quotes that converted to an order or were marked declined since the last run
- Total the open pipeline value by rep
Done when The pipeline tracker reflects every currently open quote and its value by rep.
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4
Slack - post a ranked list to sales
slack.com How to Automate Slack
WebRun opens Slack to post a ranked list to sales. - Post the sales channel a ranked list of open quotes by value, highest first
- Include the contractor, quote age, and assigned rep for each line
- Remind the team that follow up drafts are ready in Outlook for their review
Done when Sales has today's ranked open quote list in Slack.
How do I follow up on open quotes before a contractor takes them elsewhere?
Every morning, WebRun opens CP Tech DistributionPlus to find quotes sent more than 3 business days ago with no order attached, drafts a personalized follow up email for each in Outlook without sending it, logs the open pipeline to Google Sheets, and posts your sales team a ranked Slack list by quote value so reps chase the biggest opportunities first.
- Every unanswered quote gets a reviewed follow up within 3 business days
- Sales sees the full open pipeline ranked by value every morning in Slack
- Converted or declined quotes drop out automatically so reps only chase live opportunities
Built for PHCP wholesale distributors · outside and inside sales reps · branch sales managers · counter sales teams
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 the follow up email to the contractor automatically?
No. Every follow up is saved as an Outlook draft and left unsent. The rep reviews it and decides whether and how to send it, so nothing reaches a contractor without a human checking it.
Can it focus on quotes over a certain value?
Yes. You can set a minimum quote value, a specific rep territory, or a different age threshold so the follow up list and Slack ranking focus on the opportunities that matter most to your business.
What happens when a quote converts to an order?
WebRun reads the live quote status in DistributionPlus each morning and removes any quote that converted to an order or was marked declined, so reps only chase genuinely open opportunities.
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