Use quote engagement
Different journey steps can respond to a successful send, an unviewed quote or a viewed offer that remains unaccepted.
Solar quote follow-up automation
Follow up while the quote is still relevant.
ArcSolar coordinates timed quote messages with the customer conversation. Review upcoming reminders beside the quote so the rep can respond personally without leaving an outdated sales message queued behind them.
Book a workflow demoDifferent journey steps can respond to a successful send, an unviewed quote or a viewed offer that remains unaccepted.
ArcSolar / Solar quote follow-up automation
What changes for your team
Follow up while the quote is still relevant.
Keep the rep in context
Customer replies and rep-written SMS can move near-term reminders beyond the conversation quiet period, while retaining later timed steps.
Check the actual outcome
Read the message state before assuming delivery. Unsent, dry run, sending, sent, delivered and not sent are different outcomes.
Setup and example
Try the workflow in your demo
Confirm plan access, staff permissions and the connected workspace setup before using this workflow with a real customer.
- 1
Configure the journey
An authorised administrator reviews step timing, templates and enabled state in Customer journeys, then confirms outbound automation is active.
- 2
Inspect one customer
Open Automated follow-ups in Activity. Check the quote reference, local scheduled time and preview before editing an unsent message.
- 3
Try a reply scenario
Illustrative demo: a customer replies before a reminder. Inspect its revised send time and confirm the rep can continue the conversation without a conflicting message.
Questions
Before you get started
Is the SMS written by AI?
Automatic quote messages use saved templates. Review the wording and placeholders; do not assume the system freely generates a new sales message for each reminder.
Do all workspaces use the same timing?
No. The documented timing is a default. Review the active journey and configured business window in your workspace before promising when a message will arrive.
What happens after acceptance?
Acceptance cancels obsolete sales reminders. Other conditions, including consent withdrawal, expiry or failed sender checks, can also stop pending messages.
Evidence and review
Product scope reviewed 2026-09-13.
This page is mapped to 1 maintained ArcSolar capability record. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
- Solar quote follow-up automation documentation — ArcSolar Documentation; reviewed 2026-09-13.
Related workflows
Continue through the connected record.
See it with your workflow