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Find stale 2Checkout proposals before they go cold
For sales teams who ask their AI assistant which 2Checkout proposals are stale, heavily revised or addressed to mismatched companies.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Proposals that go cold unnoticed
Open 2Checkout proposals are often tracked in spreadsheets, so stale ones and proposals that keep getting revised go unseen. Nobody notices a proposal untouched for a month or with mismatched companies.
Without PopdockAI
- Export proposals to a spreadsheet
- Sort by last update by hand
- Count versions for each proposal
- Miss bill to and sell to mismatches
With PopdockAI
- Proposals read from your start date
- Versions counted per proposal
- Stale, heavily revised and mismatched proposals listed
- Count per status, nothing sent or locked
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review proposals created since `{created-since}` (a date, default 90 days ago) with status `{status}` (blank for all).
**Step 1: Proposals**
Call `2checkout-get-proposal` with `created-date.from` set to `{created-since}` and `status` set to `{status}` when given. Note name, sell-to-company, bill-to-company, content-currency, status and updated-date.
**Step 2: Versions**
Call `2checkout-get-proposalversion` with the same `created-date.from` and `status`. Count versions per proposal name.
**Step 3: Report**
* Proposals not updated in 30 days and still not in a final status
* Proposals with three or more versions
* Proposals where bill-to and sell-to companies differ
* A count per status
Rank the stale list oldest first.
**Rules & Guidelines:**
* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**
* If the date is not parseable, ask for a valid one and stop.Who it's for
One answer, three teams that use it
Sales managers
Revive proposals before they go cold
Proposals untouched for 30 days are listed oldest first.
Which 2Checkout proposals have not been updated in a month?
Account executives
Spot deals stuck in revisions
Proposals with three or more versions may need a different approach.
Which of my 2Checkout proposals since August have been revised three times or more?
Sales operations
Catch company mismatches early
Proposals where bill to and sell to differ are flagged before they are sent.
List 2Checkout proposals where the bill to and sell to companies differ.
How it works
What PopdockAI does when you ask
You give a start date and optional status, and your AI assistant reviews proposals by age and revisions. It never sends, locks or edits a proposal.
01
Ask
You give a start date and optionally a status.
02
Read
It lists proposals created since then, with company, currency, status and last update.
03
Count
It counts the versions behind each proposal name.
04
Report
You get stale proposals oldest first, heavy revisions, company mismatches and a status count.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-proposal
2checkout-get-proposalversion
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Stale and churning proposals in plain view
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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