Copy this quote follow-up automation brief

QUOTE FOLLOW-UP AUTOMATION BRIEF

Service and quote type:
Eligible trigger and purpose:
Quote ID and revision source:
Contact ID and email source:
CRM/deal status source:
Sender account and conversation ID:
Responsible owner:

SEQUENCE
Step | Business purpose | Delay | Message | Single next action
Maximum automatic steps:
Working days, timezone, sending hours and holidays:
Next eligible timestamp rule:

BEFORE EACH SEND
Reload current contact and deal:
Check new inbound conversation messages:
Check suppression and owner pause:
Check quote expiry and revision:
Check already-sent/reserved step:

STOP AND RESUME
Reply handling:
Closed-deal handling:
Stop request handling:
Owner pause/resume policy:
Unconnected-channel update route:

RELIABILITY
Durable step key and concurrency rule:
Send receipt/message ID:
Uncertain-send reconciliation:
Failed-state-check route:

PILOT
Reply during wait:
Deal closes before send:
Suppression or owner pause:
Duplicate due step:
Mailbox failure and uncertain send:
Expected outcomes and owner acceptance:

Leave out passwords, API keys, and confidential customer data.

From Automations For Business
https://automationsforbusiness.com/blog/quote-follow-up-sequence