*Workflows › Guides*

# Warn sales when a quote is viewed and not signed

> A customer opens a quote in the portal for the first time and goes quiet. Two days later, if the quote is still pending, a task to call is created, with the customer's history in its description, and sales are told on Slack.

> **Before you start:** This is the template "Quote viewed and not signed → the salesperson calls". You need Slack connected and AI credits. You fill in one blank: the Slack channel. The rest is ready. The texts a template writes (messages, task titles, email bodies) are in Spanish as the catalog has them: edit them to your language before you go live.

The template's reference page, with its trigger, steps and requirements: [Quote viewed and not signed → the salesperson calls](https://docs.filmo.io/workflows/reference/templates/quote-viewed-no-signature).

## What it does

| # | Step | Setting |
| --- | --- | --- |
| Trigger | Event: quote viewed in the portal | Fires the first time a customer opens each published version of a quote; opening it again does not fire it again, a new version does. It is an external fact: the contact has no account. The run acts as the creator of the workflow. |
| 1 | «Adjust date» | Date = Today, add 2 days. Publishes the follow-up date. |
| 2 | «Wait until» | Date = the follow-up date. The run sleeps; a bare date wakes at 00:00 of that day in the company's time zone. |
| 3 | Find quote | Quote id = the quote of the trigger. Gives back, among other things, its operative status (pending, confirmed, cancelled or superseded). |
| 4 | «Condition» | Quote status is equal to pending. The Else lane is empty: a signed or declined quote ends the run quietly. |
| 5 | «Ask the AI» | In Then. Question: the customer's history (what they have rented, average ticket, last operation and which arguments worked), with the customer's name inserted. Web search off. |
| 6 | Create task | In Then. Title: "Call <customer> — viewed <quote number> (<total> €)". The description is Neo's answer; the start date is Today. The task is created unassigned: add the staff member in this step if it should appear on someone's list. |
| 7 | «Post a message» | In Then. The message names the customer and attaches Neo's answer. The channel is the blank you fill in. |

## Build it

1. **Start from the template** «New workflow», «Start from a template», pick the template. It opens as a «Draft».
2. **Choose the Slack channel** Click the last step, «Post a message», and pick the channel your sales team reads. The editor shows the step with a red border and lists it as incomplete until you do.
3. **Read the condition** Click the condition. It compares the status that step 3 found with pending. Step 3 reads the quote again on purpose: a lot can change in two days.
4. **Publish and activate** «Publish and activate». If you left a blank, the message lists it.

## Why it is built this way

- The wait is first. The run does not consume a worker for two days: it is saved with the wake-up moment and brought back by the clock.
- The status is checked after the wait, not before, because that is the moment that matters.
- Neo's answer is written for a person. The workflow hands it over in a task and a message, and decides nothing from it.
- The Else lane is empty: when nothing needs to happen, nothing happens, and nobody gets a message.

> **Tip:** To change the two days, change the number in the first step. The wait itself has no number to change here: it waits until the date the first step computes. See [Waits and dates](https://docs.filmo.io/workflows/waits-and-dates).

> **Warning:** Neo's history depends on what is in your account and is not verified by Filmo. Read it before you call.

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Canonical URL: https://docs.filmo.io/workflows/guides/quote-viewed-no-signature  
Last updated: 2026-10-09