zoho Quote Acceleration
Rank your open quotes by revenue impact and identify which deals need attention this week.
What It Does
Analyzes all open quotes to:
- Calculate staleness score (0.0 = fresh, 1.0 = dead) from activity, age, follow-ups, customer history, and lost patterns
- Rank by expected close value = quote amount × probability of close
- Recommend next action: follow-up email, discount, convert to invoice, or mark lost
- Flag stalled deals (staleness > 0.7) and dead deals (staleness > 0.9) for intervention
The Output
Markdown worklist ranked by revenue impact showing customer name, quote amount, days open, staleness score, expected close value, and recommended action.
Status flags: ✅ Accepted (convert now), ⚠️ Stalled (needs push), ☠️ Dead (mark lost)
Common Invocations
- "Show me open quotes"
- "Which deals are stalling?"
- "Prioritize quotes for today"
- "Quote follow-up list"
- "What should sales work on today?"
- "Any quotes going cold?"
Propose-Only Approach
✓ This skill analyzes and recommends ✗ This skill never modifies quotes, sends emails, or applies changes
All outputs are Markdown proposals for your team to review and execute in Zoho Billing.
See references/output-format.md and references/workflow-details.md for detailed examples and staleness algorithm.