Follow up on open contractor quotes before they go cold
Every Monday, WebRun opens Epicor Eagle, finds quotes issued to contractor accounts that are still open after three or more days, drafts a follow-up email for each, and posts a Slack list so your staff can prioritize and send.
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How do I automatically follow up on open contractor quotes at my hardware store?
WebRun opens Epicor Eagle every Monday and finds contractor quotes that have been open without a response for three or more days. It drafts a professional follow-up email for each and posts a value-ranked Slack list so your counter staff can review, send, and win the job before the contractor calls a competitor.
- Open contractor quotes followed up before they age past seven days
- Highest-value bids surfaced first so staff prioritize the right calls
- No quote sent without a staff review of the message
Built for independent hardware stores · hardware store counter staff · contractor account 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.comin a real browser with your saved login - no setup, no API keys. -
1
Epicor Eagle - find open contractor quotes with no response
epicor.com
WebRun opens Epicor Eagle to find open contractor quotes with no response. - Open Epicor Eagle and navigate to open quotes
- Filter for quotes issued to contractor accounts that are 3 or more days old with no response
- Capture the contractor name, quote number, total value, and date issued
- Skip any quote already followed up in the past seven days
Done when Every stale open contractor quote is listed with its details.
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2
Gmail - draft follow-up email for each quote
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up email for each quote. - Draft a short, professional follow-up for each open quote
- Reference the quote number and total in the message
- Offer to adjust quantities or pricing if the project scope has changed
- Leave every draft unsent for staff review before sending
Done when One unsent follow-up draft per open quote is saved in Gmail.
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3
Slack - post open-quote list for staff review
slack.com How to Automate Slack
WebRun opens Slack to post open-quote list for staff review. - Post a list of open quotes ranked by value, highest first
- Flag any quote older than seven days as overdue
- Include a link to the Gmail drafts for quick review and sending
Done when Staff have a prioritized open-quote list in Slack with drafts ready to send.
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 email contractors without my staff reviewing the message first?
No. Every follow-up is saved as an unsent Gmail draft. A staff member reviews and sends each one, so no contractor receives an unreviewed message.
How does it know a quote has not been responded to?
WebRun reads the quote status in Epicor Eagle. Any quote still marked open past your configured age threshold is included in the follow-up list.
Can I adjust the follow-up window from three days?
Yes. Tell WebRun your preferred threshold and it will only flag quotes older than that age, so you control when the first follow-up is triggered.
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