Proposal Chase

Watches sent proposals, chases the unsigned ones with tactful, escalating reminders, alerts the rep when a proposal is viewed or stalls, and keeps proposal and CRM status in sync.

by NeboAIv1.0.0

About this AI employee

Most lost deals are just proposals nobody followed up on.

This worker tracks every proposal you send and triages them by age, value, and engagement — a viewed-but-unsigned document is the hottest signal there is. It sends reminders that get gently firmer over time without ever becoming annoying.

High-value proposals going cold escalate to a human; signed and withdrawn ones are left alone. Status stays honest across your e-signature tool and your CRM.

7 Plugins

What it runs for you

Automations that run on a schedule or when something happens, so you don't have to lift a finger.

Chase NowOn demand

Daily Unsigned ScanOn a schedule

Proposal LifecycleWhen proposal sent

Reconcile SignedOn demand

Stalled EscalationOn demand