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Follow up open Teamleader quotations with AI

A quotation goes out, the deal moves to Quotation sent, and nothing happens until someone remembers to ask. Two weeks later the customer has gone quiet.

Cotlet does it in your own Teamleader account with list_quotations, get_deal, create_task and add_note, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Teamleader do this on its own?

Teamleader plans follow-up actions when a deal moves to a phase, shows banners for quotations with an expiry date, and Focus AI lists open quotations on request (checked 20 Oct 2026). All of these start from one deal or from someone asking in the chat. Nothing sweeps every sent quotation on a schedule and files a task for each owner.

How you do it in Teamleader today

  1. In the Quotations overview, the Status filter lists quotations by status such as sent and refused.
  2. For each one the user opens the deal and checks whether another quotation on it was already accepted. A deal can hold several quotations.
  3. The user plans a task on the deal. The work type is chosen when the task is created, and the work types are set under Settings > Calendar > Work types.
  4. If a phase has a follow-up action, a task, meeting or call is planned when the deal is moved there. Quotation sent is the example Teamleader gives for a call.
  5. An expiry date in the Valid until field makes Teamleader show banners and offer a reminder to the customer, but only on quotations that have one.

How to follow up open Teamleader quotations with AI

Prompt

Find Teamleader quotations that were sent more than 10 days ago and are not accepted or refused. Skip deals that already have an accepted quotation. For each other one, create a call task for the deal owner in 2 days and add a note on the deal.
  1. 01

    Collect the sent ones

    list_quotations runs with status sent and follows the pages to the end. Quotations in other statuses are left out.

  2. 02

    Drop the won deals

    get_deal returns the deal phase and its other quotations. A quotation is skipped when another one on the same deal is accepted, because the rest stay in sent or not sent and would only make noise.

  3. 03

    Apply your age rule

    Only quotations sent before your cutoff are kept. The agent lists the ones just under it with the days left, so you can see what comes next week.

  4. 04

    Plan the follow-up

    create_task adds a task on the deal with your work type, the due date and the deal owner. It reaches no customer and is deleted in Teamleader if it is wrong, so it does not wait for your OK.

  5. 05

    Leave a trace

    add_note writes one line on the deal with the quotation, the day it was sent and the task due date. A second run finds the note and does not create a second task.

What you get back

Example data

Sent quotations without an answer: 9
Tasks created 5, e.g. "Call Northwind Studio about the website quotation", due 23 Oct, owner Lotte Peeters
Skipped 2 (another quotation on the deal is accepted)
Not old enough yet 2:
- Harbor Print, sent 8 days ago
- Oak and Pine, sent 6 days ago

Other ways to ask

  • Every Friday, list quotations that expire next week and create a task to call each customer.
  • Do the same, but only for quotations above 5000 EUR, and put the task on my name.
  • Show me the open quotations as a table with the deal phase and the days waiting, and create nothing.

What Teamleader allows, and what to know first

  • Teamleader allows several quotations on one deal. When the customer accepts one, the others stay in sent or not sent until someone marks them as refused.
  • A quotation can be marked as refused from the deal page, under Follow up in your open deal, or from the quotation page.
  • The Valid until date of a quotation can be in the past, today or in the future. A default number of days can be set under Settings > Deals and Quotations.
  • A task needs a work type. Work types are created under Settings > Calendar > Work types and can carry an hourly price.
  • Every deal pipeline starts with four phases, New, Quotation sent, Accepted and Refused, which cannot be deleted.

create_task and add_note change only your own Teamleader data and reach no one else, so they run without asking first.

Sources: Teamleader Help: Follow-up actions on deals · Teamleader Help: Expiry dates on quotations · Teamleader Help: Mark a quotation as refused · Teamleader Help: How do I add a task? · Teamleader Help: Managing deal phases

Call create_task from a script

curl

curl -X POST https://cotlet.dev/api/v1/teamleader/work-types/6b0f5d1e-2c43-4a7e-9f10-3d58a1c2e7b4/tasks \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Call Northwind Studio about the website quotation","due_on":"2026-10-23","deal_id":"9c1f3a5e-7b24-4d68-8e0a-5f2b4c6d8e10"}'

Example response

{
  "task_id": "1759dfc1-7365-4f1b-8d90-d29787a5d29d",
  "title": "Call Northwind Studio about the website quotation",
  "due_on": "2026-10-23",
  "deal_id": "9c1f3a5e-7b24-4d68-8e0a-5f2b4c6d8e10",
  "assignee": "Lotte Peeters"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is teamleader_write → create_task. Example data.

Schedule it in n8n, Make, Zapier or cron

Teamleader tools this automation uses

Cotlet Teamleader tools used to follow up open Teamleader quotations with AI
Tool Parameters
list_quotations status, sent_before, page, page_size
get_deal deal_id
create_task title, due_on, work_type_id, description, deal_id, customer_id, assignee_user_id
add_note subject_type, subject_id, content
All 12 Teamleader tools with descriptions

Frequently asked questions

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