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The quote isn’t
the last step.
Open the follow-up, see the quote and pick up the conversation. SlabOS Sales keeps customer contact actions, proposal review and quote-link sharing close to the work you are chasing.
Keep the next step in sight
Open a follow-up from Sales, preview the quote document, and review the customer email before returning to the pipeline.
Read the film: text & visual description
SlabOS-Sales-Follow-Up-To-Proposal-v1 — transcript of on-screen messages and visuals (39.5 s, no voice-over)
00:00.0 A stylised wireframe phone glows on the left; its screen shows the follow-up list layout.
Title: THE QUOTE ISN'T THE LAST STEP. Label: SLABOS SALES
00:03.0 TODAY. — the Today card lifts out of the phone: TUESDAY, OCTOBER 6 · 8 TO DO
Tiles: TASKS 3 · ASSIGNED 1 · FOLLOW-UPS 4 (alert dot) · THIS WEEK 2
00:05.2 The FOLLOW-UPS tile is tapped.
00:06.0 FOLLOW-UPS. — ‹ TODAY · 4 QUOTES TO CHASE
Groups: CALL-BACKS DUE 1 · GOING COLD 1 · NEEDS A NUDGE 1 · RECENTLY SENT 1
Row under NEEDS A NUDGE: Harbor Kitchen $14,722 / Lakeview Homes · Q-1048 12d / “Wants the edge profile again.” (round check on the right, not pressed)
00:08.6 A glowing Q-1048 tag appears top right and follows the quote through the film.
00:09.2 The Harbor Kitchen row is tapped.
00:10.0 OPEN THE QUOTE. — the quote sheet slides up: ✕ · Q-1048 · Board
Harbor Kitchen · Lakeview Homes · $14,722 · VIEWED
Callout: Viewed 2h ago — 3 views · 2 email opens — a good moment to call.
00:13.0 CALL. TEXT. EMAIL. — CUSTOMER: Dana Reyes · (312) 555-0142 · dana@lakeviewhomesco.com
A soft glow passes over the CALL, TEXT and EMAIL tiles; none is pressed.
00:15.5 THE PROPOSAL. — SEND › QUOTE · template Proposal · SEND TO CUSTOMER · PREVIEW · DOWNLOAD · LINK
00:16.1 DOWNLOAD and LINK light up.
00:17.3 PREVIEW is tapped.
00:18.0 KEEP THE NEXT STEP IN SIGHT. — the phone steps aside. On the right, the light Quote PDF preview card
(− · Fit width · + · Print · Download) shows the saved quote's first page: Harbor Kitchen, the L-shaped top with its sink cut-out, line items, $14,722.
On the left, the follow-up card: NEEDS A NUDGE 1 · Harbor Kitchen $14,722 · Lakeview Homes · Q-1048 12d.
00:21.5 THE CUSTOMER LINK. — SEND THE QUOTE LINK: Text to Dana · Share… · Open in browser · Copy link
00:23.0 Copy link is tapped; the sheet closes. Toast: Link copied
00:25.0 REVIEW FIRST. — centred composer with an orange header: Email quote to customer
To: dana@lakeviewhomesco.com (CC · BCC) · Subject: Your Harbor Kitchen quote
Body: Hi Dana, here’s the quote with the edge profile we discussed.
Footer: Preview · Enhance with AI · Cancel · Send (Send is never pressed)
00:26.9 Preview is tapped.
00:27.5 PREVIEW — What your customer will see
From: sam@ridgelinestoneco.com · To: dana@lakeviewhomesco.com · Subject: Your Harbor Kitchen quote
Hi Dana, here’s the quote with the edge profile we discussed.
Will be wrapped in your SlabOS-branded email shell (logo, contact footer).
00:29.4 Close preview is tapped.
00:30.0 PIPELINE. — QUOTES · 7 | LEADS · 3 · Search your quotes · QUOTES: OPEN (active) · WON · LOST · ALL
The same row lights up: Q-1048 · 16D AGO · Harbor Kitchen · Lakeview Homes · VIEWED · $14,722
00:33.0 THE PROPOSAL. THE FOLLOW-UP. THE SAME QUOTE.
00:35.6 The extruded SlabOS mark assembles piece by piece.
00:36.3 SLABOS SALES
00:36.6 NATIVE APP COMING SOON
00:37.0 slabos.com/sales-app — the brand frame holds to the last frame.
Find the next conversation
Start with Today.
Open Follow-ups from Today to review quotes that need attention. The workspace groups the work into categories such as callbacks due, going cold, needs a nudge and recently sent. Open the quote to understand the customer and the previous context before deciding what to do next.
- Review the follow-up category and quote.
- Read the customer activity available on the record.
- Use the context to choose the next contact.
Review the proposal
Know what the customer will see.
The quote gives you customer contact actions and the document workflow. Preview the quote document, inspect its drawing and line items, or use the available download and link actions. Keeping the proposal attached to the same quote helps the conversation stay specific.
- Call, text and email actions stay near the customer.
- Preview the document before sharing.
- Copy or share the customer quote link when appropriate.
Check before sending
Keep the next step in sight.
Review the recipient, subject and message in the email composer. The film stops at review; it does not show a message being sent. Return to the pipeline with the quote and next conversation still in context. Drafting, sending and recording the follow-up are distinct parts of the work.
- Confirm the recipient and message.
- Use the preview before the send action.
- Return to the quote or pipeline to continue the work.
Questions about Sales Follow-ups & Proposals
Where do I find quotes to follow up?
Open Today in SlabOS Sales, then Follow-ups. The available groups help organize quotes by their follow-up context.
Can I preview the proposal from Sales?
Yes. The quote’s document actions include preview, download and link options. Review the saved quote document before sharing it.
Does the film show an email being sent automatically?
No. It shows the composer and preview, stopping before Send. A salesperson reviews the message before choosing to send.
Can I open the quote from the follow-up?
Yes. The walkthrough keeps the same quote in context from the follow-up list through the document preview and customer contact actions.
See it in your shop
One workflow.
Part of the whole shop.
Walk through the details with our team.
Book a demo ↗Published by SlabOS · Workflow documentation reviewed October 7, 2026.