| name | quote-prioritizer |
| description | Rank all open quotes by staleness and expected close value, then recommend the next move per quote. Use when the user asks about open quotes, stalled deals, which quotes to follow up, or the sales pipeline status. Do NOT use for accepted/closed quotes or invoice creation.
|
| when_to_use | Trigger on: "open quotes", "quotes pipeline", "stalled deals", "quote follow-up", "which quotes to work", "quote status", "deals going cold", "sales pipeline", "quote priority list".
|
Quotes Pipeline
Rank open quotes by revenue impact and surface which deals need attention.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Fetch (run in parallel)
| # | Tool | Purpose |
|---|
| 1 | ZohoBilling_Get_Estimate_Details_Report | All open quotes with details |
| 2 | ZohoBilling_Get_Lost_Opportunities_Report | Lost deal patterns (for staleness context) |
| 3 | ZohoBilling_List_all_Quotes | Live quote list with status |
Staleness scoring (0.0 = fresh, 1.0 = dead)
base: 0.0
+ Days since last activity / 30 (capped at 0.5)
+ Days open / 90 (capped at 0.3)
+ Expiry date passed → +0.3
− Customer has active subscription → −0.1 (warm account)
Expected close value = quote_amount × (1 − staleness_score)
Output
Quotes Pipeline — [date] (N open quotes · $XXX,XXX pipeline value)
────────────────────────────────────────────────────────────────────────────────
# Customer Amount Days open Staleness Exp. close Action
────────────────────────────────────────────────────────────────────────────────
1 Hot Deal Corp $12,000 4d 0.12 $10,560 📧 Follow-up
2 Warm Prospect Ltd $ 4,500 18d 0.41 $ 2,655 📞 Call + discount?
3 Stalled Co $ 8,200 45d 0.72 ⚠ $ 2,296 🤝 Concession or close
4 Dead Deal Inc $ 3,100 87d 0.91 ☠ $ 279 ☠ Mark lost
────────────────────────────────────────────────────────────────────────────────
⚠ Stalled (>0.7): N quotes · ☠ Dead (>0.9): N quotes
Recommended actions:
- Staleness < 0.4: 📧 Follow-up email
- Staleness 0.4–0.7: 📞 Phone call, consider small concession
- Staleness 0.7–0.9: ⚠ Urgent intervention — discount or restructure
- Staleness > 0.9: ☠ Mark as lost and close
Constraints
- "Open" quotes only — exclude accepted, declined, expired
- Sort by expected close value descending within staleness bands
- Propose-only: no quotes modified, no emails sent
Edge cases
- Zero open quotes: "No open quotes in the pipeline"
- All quotes < 0.3 staleness: "Pipeline looks fresh — no urgent follow-ups needed 🟢"
