Printavo Automated Quote Follow-Up Drafts
Every morning, WebRun opens Printavo, finds quotes that have been sent but not yet approved or declined, drafts a friendly follow-up email for each customer, and logs the open quotes to a Google Sheet so you have a clear pipeline view before your day starts.
How do I automatically follow up on open screen printing quotes?
Every morning, WebRun scans Printavo for quotes sent but not yet approved, then drafts a personalized follow-up email in Gmail for each open quote and logs the full pipeline to Google Sheets. Every draft waits for your review before sending, so no customer is contacted without your approval.
- No open quote sits ignored for more than two days
- Personalized follow-ups are ready to send each morning without manual drafting
- A live pipeline log in Google Sheets shows every open quote and its age
Built for screen printing shops · embroidery shops · custom apparel businesses · print shop 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
www.printavo.comin a real browser with your saved login - no setup, no API keys. -
1
Printavo - find open unapproved quotes
printavo.com
WebRun opens Printavo to find open unapproved quotes. - Open Printavo and filter quotes by status to find those sent but not yet approved
- Capture the customer name, quote amount, job description, and date sent for each
- Skip quotes followed up in the last 48 hours to avoid over-messaging
Done when Every open, un-actioned quote older than two days is identified with its details.
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2
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - Draft a short, friendly follow-up email for each open quote
- Reference the specific job type, quantity, and quote amount so the message is personal
- Leave every draft unsent so you can review, adjust, and send on your own schedule
Done when A personalized follow-up draft is waiting in Gmail for every open quote.
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3
Google Sheets - log open quote pipeline
google.com
WebRun opens Google Sheets to log open quote pipeline. - Append each open quote to a tracking sheet with customer, amount, days open, and draft status
- Highlight quotes older than five days in a separate tab for priority attention
- Timestamp the log row so you can track follow-up cadence over time
Done when Today's open quote pipeline is logged and the priority list is highlighted in Sheets.
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 emails automatically?
No. Every follow-up is drafted and left unsent in Gmail. You review, personalize if needed, and send on your own timing so no customer receives an unreviewed message.
How does it avoid following up on quotes the customer already declined?
It reads the live quote status in Printavo each morning, so declined, approved, or invoiced quotes are automatically excluded from the follow-up list.
Can I set how many days to wait before a follow-up draft is created?
Yes. You configure the waiting period when you set up the workflow. The default is two days after sending, but you can adjust it to match your sales cadence.
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