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Quote and proposal chasing

Quotes followed up until they are signed.

A quote sent is not a quote decided. ScendCore chases what you sent until it is signed, declined, or escalated to you with a reason.

No more quotes sent into silence.
Quote and proposal chasing · live
01
Quote sent
A proposal or quote goes out and enters the chase queue.
02
Silence detected
No response inside your window triggers the next step.
03
Follow-up sent
A specific message referencing the quote, its value, and the deadline.
04
Response handled
Questions answered, objections routed, a signature path offered.
ReviewEvery action logged.
The gap

The work was done. The chasing was not.

Quoting takes real effort. Chasing takes discipline, and it is the first thing to slip in a busy week.

A quote that goes unanswered for two weeks is usually read as a lost deal rather than an unchased one.

Nobody knows the difference between a quote that was declined and one that was simply forgotten.

The shift

Every quote worked to a decision.

Mark tracks what you sent and follows up on a schedule until there is an answer either way.

Tracked from send

Every quote and proposal enters a chase cadence automatically.

Chased on a schedule

Timed follow-ups that reference the actual quote, not a generic nudge.

Questions answered

Common pricing and scope questions handled; anything else routed to you.

Closed either way

Signed, declined, or escalated, so nothing sits in limbo.

How it runs

Signal in, work moved.

The same governed path every job follows, scoped to this one.

01Quote sent

A proposal or quote goes out and enters the chase queue.

02Silence detected

No response inside your window triggers the next step.

03Follow-up sent

A specific message referencing the quote, its value, and the deadline.

04Response handled

Questions answered, objections routed, a signature path offered.

05Decision recorded

Signed, declined with a reason, or escalated to the owner.

06Logged

The full chase history against the deal record.

This job defaults to Review.

Chasing runs automatically; anything touching price or terms waits for you. You can change it per capability, and every action is logged either way.

Impact

Revenue recovered from quotes that had gone quiet.

$240k
recovered from quotes that had gone quiet
An insurance agency

“ScendCore gives us a governed AI execution layer that follows up, routes work, and keeps humans in control. Fewer missed opportunities, faster action.”

VT
Victor Tanko
CEO, CloudAccess
Who it’s for
Sales and revenue leaders

carrying a quote book bigger than the team can chase. Every quote gets worked.

Agencies and brokers

where submissions sit across multiple markets. Nothing lapses because the month got busy.

Common inInsuranceStaffingReal estate
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Quote chasing — ScendCore Use Case | ScendCore