How to see whether a customer has opened your proposal in Cortox, send an AI-drafted follow-up email, and keep follow-ups from slipping with the task board.
· Sinem Dogan, Chief Operating Officer
Sending a proposal is only half the job. Whether it wins usually depends on what happens in the days afterwards. This guide covers how to see where a proposal stands in Cortox, how to send a follow-up, and how to make sure the follow-up actually happens.
Open the proposal and look at its status timeline: Created, Sent, Viewed, and then Accepted or Revision Requested. Viewed shows when the customer first opened the link and how many times it has been opened since. A proposal that is Sent but not Viewed is a different situation from one that has been opened several times without a reply, and the timeline lets you tell them apart without asking the customer.
On plans that include Reports, the AI actions section lists high-value pending deals, and each one has a Send Follow-up button. Cortox generates an email draft for that customer, which opens as an editable Follow-up email: you can change the subject and the body, choose which of the customer's email addresses to send it to, and then press Send email.
The draft is a starting point, not a final message, so read it and make it sound like you before it goes out.
Put the next step on the task board. Tasks move through four columns, Inbox, To Do, In Progress and Done, and a new task takes a title, optional detail, one or more assignees and a due date. You can create one from the board with New Task, or ask the assistant to create it for you.
The board also has a Suggested Tasks (AI Powered) pool. Suggestions stay separate from your real tasks until you approve one, and you can reject the ones you do not want.
When a customer chooses Need changes? on the proposal link, they write a note describing what should be different. The proposal moves to Revision Requested with that note attached. Use Create Revision to adjust the pricing or scope, then send the updated proposal again.
The proposal's status timeline shows when it was first viewed and how many views it has had since.
Yes. The draft opens as an editable follow-up email where you can change the subject and body and choose the recipients before sending.
Yes. A task can have one or more assignees and a due date, so the person responsible for the follow-up is clear.
The customer's note about what should change. The proposal moves to Revision Requested and the note comes back to you with it.