- An approved current quote and verified recipient
- A send-ready email or WhatsApp path appropriate to the buyer
- An accountable owner and follow-up date
- Access to quote delivery and buyer-response evidence
Read the delivery timeline
From Quotes, open Delivery history for the record. WRKZY combines quote activity with every email or WhatsApp delivery attempt, recipient, provider, message identifier, timestamps, and errors.
| Signal | What it proves | What it does not prove |
|---|---|---|
| Queued | WRKZY accepted delivery work | Provider accepted or buyer received it |
| Sent | Provider send was recorded | Delivered, opened, or read |
| Delivered | Provider reported delivery | Buyer understood or agreed |
| Viewed | Secure quote page was opened | Identity of every viewer or purchase intent |
| Accepted or change requested | Buyer submitted a governed response | Downstream deal or fulfillment is complete |
| Failed | Attempt did not complete | Correcting the cause and retrying will always succeed |
Follow up from the last proven delivery state
- 01LocalPrepared
Content and recipient are ready but nothing has left WRKZY.
- 02PendingSubmitted
WRKZY handed the request to the connected provider.
- 03AcceptedProvider accepted
The provider accepted processing, not necessarily delivery.
- 04ResultDelivered or failed
A terminal provider event confirms delivery or an exception.
- 05RecoverException reviewed
An owner diagnoses, recovers safely, or escalates with evidence.
Choose the next action
- Confirm the quote is current, valid, and not superseded or voided.
- Check the most recent delivery attempt and recipient.
- Review quote views and buyer response events.
- Read the linked conversation so follow-up matches the customer’s last message.
- Assign a follow-up owner and due time.
- Use the generated follow-up draft as a starting point only; verify all names, amounts, dates, and links before sending.
For an expired quote, offer to refresh validity through a revision. For a change request, continue the existing revision workflow. For a delivered but unviewed quote, confirm channel and recipient before sending another copy. For an accepted quote, move to handoff and deal reconciliation rather than sending a reminder.
Recover failed delivery
Inspect the recorded error first. For email, check shared-inbox sending readiness, recipient address, and provider state. For WhatsApp, check sender connection, phone, open-session status, approved template availability, and attachment preflight. Fix the cause, then retry from the same quote so attempts remain together.
Respect frequency and consent
A commercial relationship does not permit unlimited follow-up. Use the channel the buyer expects, honor opt-out or suppression signals, and stop automated reminders when a human response arrives. Keep the follow-up tied to the quote and customer timeline.
- Current quote and validity checked
- Latest provider state reviewed
- Buyer view or response interpreted cautiously
- Linked conversation read
- One owner and due time assigned
- Retry follows root-cause correction