Workflow pattern · Quotes
Quote follow-up that does not depend on someone remembering to dig through email.
828 Pros can put open estimates under a managed Hermes agent so next actions, stages, and owner visibility stay clear.
Open estimates need an owner
Stale quotes are a classic open loop. A managed Hermes agent can help track open estimates, remind the right person, prepare follow-up drafts, and keep stages visible when the source systems and approval rules allow it.
Track
Open quotes, owners, stages, and last touch can stay visible instead of living in inbox archaeology.
Nudge and draft
Reminders and draft follow-ups can be prepared for review before anything customer-facing goes out.
This workflow is scoped per client. Compatibility depends on estimate sources, exports, CRM/project tools, and approved access.