Follow up on open quotes before contractors buy elsewhere
Every Monday, WebRun opens Epicor Eclipse, finds open quotes older than 5 business days with no linked order, and drafts a friendly follow-up email in Gmail from the assigned rep for each one, ready to review, personalize, and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up on stale contractor quotes automatically?
WebRun reviews your open quotes in Epicor Eclipse every Monday, finds ones older than 5 business days with no linked order, and drafts a friendly follow-up in Gmail from the assigned rep for each. Every draft stays unsent for the rep to review and personalize, so contractors get a timely nudge without an email going out unreviewed.
- Stale quotes get a human follow up before the contractor buys from a competitor
- Reps start Monday with a ready-to-send draft for every quote that's gone quiet
- Quotes that already converted are skipped automatically from live Eclipse status
Built for electrical distributors · inside sales reps · outside sales reps · branch 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.epicor.com/en-us/products/enterprise-resource-planning-erp/eclipsein a real browser with your saved login - no setup, no API keys. -
1
Epicor Eclipse - find open quotes going stale
epicor.com How to Automate Epicor Eclipse
WebRun opens Epicor Eclipse to find open quotes going stale. - Open the Eclipse quote log and filter to quotes still open with no linked order
- Keep only quotes older than 5 business days since they were last touched
- Capture the contractor, quote number, amount, key line items, and assigned rep for each
Done when Every quote past its follow-up window is listed with its rep, amount, and items.
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2
Gmail - draft a follow-up for each
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow-up for each. - Draft a short, friendly follow-up referencing the quote number and key items
- Ask whether anything needs adjusting or if they're ready to order
- Save it as a draft only, sent from the assigned rep's account, left unsent for the rep to review, personalize, and send
Done when A follow-up draft is waiting in Gmail for every stale open quote.
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 follow-up emails without me?
No. Every follow-up is drafted in Gmail and left unsent. The assigned rep reviews, personalizes, and sends it themselves.
How does it decide which quotes need a follow-up?
It reads the Eclipse quote log each Monday for open quotes older than 5 business days with no linked order, so only genuinely stale quotes get flagged.
What if the contractor already placed the order?
It checks the live quote and order status in Eclipse each run, so any quote that already converted to an order is skipped automatically.
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