*Workflows › Reference › Templates › Customer portal*

# Quote viewed and not signed → the salesperson calls

> The customer opened the quote and went quiet. Two days later, Neo prepares the customer's history and the salesperson gets the task to call.

## At a glance

| Property | Value |
| --- | --- |
| Category | Customer portal |
| Starts with | Quote viewed in the portal |
| Integrations used | Slack |
| Steps | 7 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Adjust date | Calculate the follow-up day |  |
| 2 | Wait until | Allow two days of margin |  |
| 3 | Find quote | Check whether the quote is still pending |  |
| 4 | Condition | Only if it is still awaiting a reply |  |
| 5 | Ask the AI | Ask Neo for the customer's history | › then |
| 6 | Create task | Create the call task | › then |
| 7 | Post a message | Notify sales | › then |

TEMPLATE `quote-viewed-no-signature`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/quote-viewed-no-signature  
Last updated: 2026-10-25