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Read and act on cold-quote prompts

Audience: operators & sales · Scope: the cold-quote report and reminders · Last reviewed: 2026-07-12

What this does — A scheduled job finds quotes/deals that have gone cold (no movement for a while), emails the reps about them, and writes a Cold Quotes report to a Google Sheet. This article is how to read and use that.

Before you start​

  • Nothing to run — the cold-quote job is scheduled and sends on its own.
  • To see which sheet the report goes to: Custom Settings → Cold Quotes → Cold Quotes Report Sheet.

Using it​

  • Reps: watch for the cold-quote reminder email, and work the deals it lists — follow up with the customer, or update the deal's status so it drops off the cold list.
  • Admins: the Cold Quotes report sheet is the full current list. Open it to see every cold quote in one place.

What happens next​

  • A quote that gets moving again (its deal is updated, or the customer responds and the status changes) stops being "cold" and drops off the next report.

Good to know​

  • The report refreshes on a schedule, not instantly — a deal you just updated may still appear until the next run.
  • Which sheet it uses is the Cold Quotes Report Sheet setting; the reminder emails go to the reps automatically.
  • If the report looks empty or stale, the scheduled job may need attention — tell your Beta-Calco contact.

Screens and labels can differ slightly between environments — if a label doesn't match what you see, check with your Beta-Calco contact.

For developers → docs/pipedrive/admin-manual.md.