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Review 2Checkout proposals pipeline
Report

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.

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Review 2Checkout proposals pipeline
Review 2Checkout proposals created since 1 July. Which ones are stale or have been revised a lot?
Of 26 proposals, 5 are stale and 3 have been revised three or more times. - Oldest stale: Northwind Traders renewal, last updated 74 days ago - Heavy revisions: Contoso expansion, 5 versions - Company mismatch: 2 proposals bill a different company than they sell to - Status count: 9 draft, 11 sent, 6 accepted Want the stale list in full?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-proposal
2checkout-get-proposalversion

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It lists proposals created since then, with company, currency, status and last update.

2checkout-get-proposal

03

Count

It counts the versions behind each proposal name.

2checkout-get-proposalversion

04

Report

You get stale proposals oldest first, heavy revisions, company mismatches and a status count.

Your AI tool

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.

get-data

2checkout-get-proposal

Returns proposals records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-proposalversion

Returns proposal versions records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
Read only.Nothing in 2Checkout Changes

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.

How Popdock AI secures your data

The outcome

Stale and churning proposals in plain view

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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