How does GatiDoc know when a follow-up is needed?

GatiDoc looks at the sales activity around an opportunity — things like a quotation being sent, viewed (where available) or approaching its validity date — and surfaces the ones that look like they need attention.

Does GatiDoc automatically send WhatsApp messages?

No. GatiDoc can prepare a contextual draft where a WhatsApp follow-up makes sense, but nothing is sent to a customer until your salesperson reviews and sends it.

Can my salesperson decide what to send?

Yes. Every suggestion is a starting point. Your salesperson can edit it, replace it or handle the conversation their own way.

Can GatiDoc prioritize urgent follow-ups?

Yes. Follow-ups are surfaced with a sense of urgency based on the context of the deal, so the most time-sensitive work is visible first.

Does it work with quotations and payment follow-ups?

Yes. Follow-up covers open quotations as well as opportunities where a payment needs attention.

AI Follow-up

Never Remember a Follow-Up Again.

Q: What happens after a follow-up is completed?

It leaves the active queue. The opportunity comes back on its own when the next follow-up becomes relevant, so there is no reminder list to maintain.

GatiDoc keeps track of the customers, quotations and opportunities that need attention — so your salespeople don't have to.

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GatiDoc — Follow-up workspace

Follow-up today3 need attention

ABC IndustriesNo reply since sharing · Needs attention todayVery urgent
Gentle ReminderRecommended follow-up
XYZ EngineeringQuotation expires soon · Follow-up recommendedUrgent
Approval Follow-upRecommended follow-up
Shree Trading Co.No response after quotation · Reconnect recommendedWhen free
ReconnectRecommended follow-up

Illustrative interface with sample data.

The real reason follow-ups slip

Follow-ups don't fail because salespeople don't care.

They fail because a salesperson may be handling dozens of customers, quotations and conversations at the same time.

01Remember the customer
02Remember the quotation
03Remember the date
04Remember what was discussed
05Remember what to say next

GatiDoc takes that remembering off their plate.

The follow-up loop

From Sales Activity to the Right Next Action.

A quotation sent is not the end of the sales task. Someone still needs to know what happened, who needs attention, when and why now.

01
Activity
A quotation is sent and the deal starts moving.
02
Understand
GatiDoc looks at the available sales context.
03
Identify
A follow-up may be needed on this opportunity.
04
Prioritize
Urgency and relevance are considered.
05
Surface
The salesperson sees what deserves attention.
06
Act
The salesperson reviews the context and contacts the customer.
07
Complete
The current follow-up is marked done and leaves the queue.
08
Return
The opportunity appears again when another follow-up is due.

The loop returns to the same opportunity — no reminder list to maintain.

Priority

Not every follow-up deserves the same urgency.

Your salespeople shouldn't treat a quotation expiring tomorrow the same way as an opportunity that has simply gone quiet. GatiDoc helps separate what needs attention now from what can wait.

Very urgent
A quotation is close to expiring or a payment is due.
Urgent
The customer has recently engaged and is waiting on a response.
When free
An opportunity has been inactive and is worth reconnecting on.

Priority view

01Very urgentQuotation expires tomorrowVery urgent
02UrgentNo reply since the quotation was sharedUrgent
03When freeOpportunity inactive for a whileWhen free

Context such as quotation validity, recent customer engagement, pending payment or a long gap in activity can all influence what is surfaced first.

Illustrative interface with sample data.

Context

Not just “follow up”. Why today.

A reminder that only says “call this customer” puts the thinking back on the salesperson. GatiDoc shows the reasoning behind the recommendation so the salesperson opens the conversation already informed.

ABC Industries · QT-1042

Follow-up recommended today.

Why today?

Quotation expires tomorrow.
Quotation shared 3 days ago.
No response yet.

Recommended actionGentle Reminder

Illustrative interface with sample data.

Follow-up types

The right kind of follow-up for the moment.

A reconnect after silence is a different conversation from a price follow-up or a final attempt. GatiDoc suggests a follow-up type that fits where the deal actually is.

Follow-up types

ReconnectAfter a long silence
Gentle ReminderQuotation waiting on a reply
Approval Follow-upDecision pending internally
Price Follow-upPricing question is open
Meeting RequestA conversation would move it
Last AttemptFinal check before closing out

Illustrative interface with sample data.

WhatsApp drafts

A contextual draft. Your salesperson sends it.

Where a WhatsApp follow-up makes sense, GatiDoc can prepare a contextual draft using what it knows about the deal. Your salesperson reviews, edits and decides what goes to the customer. GatiDoc does not message customers on its own.

WhatsApp follow-up draft

Customer context
Suggested message
Salesperson reviews
Salesperson sends

Suggested message · draft

“Good morning. Sharing a gentle reminder on quotation QT-1042 for the MS angle order. The quoted pricing is valid until tomorrow — happy to walk you through it if helpful.”

Review & sendEdit draftNothing is sent until you send it.

Illustrative interface with sample data.

Completion loop

Done means done. Until it needs attention again.

When a follow-up is completed it leaves today's queue instead of sitting there as noise. The opportunity comes back on its own when the next follow-up becomes relevant.

Follow-up today

ABC IndustriesNo reply since sharing · Needs attentionReview

Done means done. Until it needs attention again.

Illustrative interface with sample data.

Deal context

Follow-up that understands the deal around it.

A follow-up recommendation is only useful if it reflects what has already happened on the deal. GatiDoc connects follow-up to the activity around the opportunity.

AI keeps the work organized. Your salesperson stays in control.

GatiDoc can identify and prioritize follow-up opportunities and prepare contextual guidance. Customer-facing communication stays with your salesperson.

Deal context — Sharma Industries

Inquiry
Quotation
Quotation viewed (where available)
Follow-up
Negotiation
Invoice
Payment

Follow-up reflects what has already happened on the deal, not a standalone reminder.

Illustrative interface with sample data.

Outcomes

Give Your Salespeople Their Attention Back.

Less reminder management. Clearer priorities. More time with customers.

01
Fewer forgotten follow-ups
02
Less manual reminder management
03
Clearer daily priorities
04
Better visibility into customer attention
05
More time for selling

Who it is for

Particularly relevant for businesses where salespeople manage many quotations and active opportunities at once.

Trading
Manufacturing
Engineering
Distribution
IT Services
Other quotation-driven sales teams

Never Remember a Follow-Up Again.

Follow-ups don't fail because salespeople don't care.

From Sales Activity to the Right Next Action.

Activity

Understand

Identify

Prioritize

Surface

Act

Complete

Return

Not every follow-up deserves the same urgency.

Very urgent

Urgent

When free

Not just “follow up”. Why today.

The right kind of follow-up for the moment.

A contextual draft. Your salesperson sends it.

Done means done. Until it needs attention again.

Follow-up that understands the deal around it.

AI keeps the work organized. Your salesperson stays in control.

Give Your Salespeople Their Attention Back.

Fewer forgotten follow-ups

Less manual reminder management

Clearer daily priorities

Better visibility into customer attention

More time for selling

Who it is for

AI Follow-up questions.

See How GatiDoc Can Take Follow-Ups Off Your Sales Team's Mind.