To track follow-ups on sent proposals in the Papo Kanban (https://papo.global/), set up a stage called "Proposal" or "Proposal sent" in the funnel and create tasks with a deadline and an owner inside each card. That way, the sent proposal becomes a visible stage of the pipeline and every follow-up is recorded as a trackable activity in the deal's history.
Once a sales proposal has been sent, the biggest risk is forgetting to chase the customer. Papo brings file sending, the Kanban funnel, and tasks together on the same panel, so follow-up doesn't depend on notes taken outside the platform.
Follow-up flow summary
| Stage | Action | Where |
|---|---|---|
| Organize the funnel | Define or use a proposal stage in the Kanban funnel | Kanban module |
| Send the proposal | Attach a PDF, image, or document in the WhatsApp conversation | Conversation composer |
| Move the card | Place the deal in the proposal sent stage | Card dragged between columns |
| Schedule the follow-up | Create a task with a title, owner, and deadline | Inside the deal card |
| Record completion | Mark the task as completed | Deal card |
How it works
1. Have a proposal stage in the funnel
In Kanban, columns represent stages of the sales process. When setting up the funnel, you can use a stage such as Proposal sent or Proposal. This lets you group all cards that have already received a proposal and separate those deals from leads in qualification or in service.
When the stage is visible, sales reps and managers can quickly identify the volume of proposals pending follow-up and the conversion rate between proposal and closing.
2. Move the card after sending the proposal
As soon as the proposal file is sent via WhatsApp, move the card to the proposal stage. The document sending is recorded in the conversation history; the card is recorded in the pipeline. This combination keeps the context of the negotiation in one place.
3. Create a follow-up task in the card
Open the deal card and add a task. Fill in:
- Title: describe the action, for example "Call the customer and confirm the proposal."
- Description: include details such as the amount, the proposal deadline, or notes from the conversation.
- Owner: select the team member who will make the contact.
- Deadline: set the date and time by which the follow-up must be done.
The task stays linked to the card, visible to the team, and recorded in the deal's history.
4. Complete the task after the contact
After the follow-up, mark the task as completed in the card. The record is automatically added to the history, keeping the sequence of activities clear for anyone tracking the deal.
Who it's useful for
- Sales reps who send proposals every day and need to remember to chase each customer at the right time.
- Sales managers who want to see how many proposals are stalled and which follow-ups are overdue.
- B2B operations with a long cycle, where a proposal can take days or weeks to get a response and requires more than one point of contact.
Frequently asked questions
Do I need to create a specific stage for proposals?
It isn't mandatory, but it is recommended. If the funnel already has a stage that represents sending a proposal, use it. If it doesn't, you can set up the funnel with a stage called Proposal sent to group those cards.
Do follow-up tasks trigger automatic reminders?
Currently, Kanban tasks do not trigger automatic reminders. If you need deadline alerts, the Papo Projects module offers reminders for tasks with a date.
Can I assign the follow-up to another sales rep?
Yes. When creating the task, set the owner. The person just needs access to the sales funnel.
How do I see all pending follow-ups on proposals?
Tasks live inside each card. For a consolidated view of all the team's tasks, use the Papo Projects module.
Does Kanban's automatic follow-up replace tasks?
The Papo Kanban has automatic follow-up and per-column metrics, but each opportunity can have its own particularities. The manual task works well for a one-off action with an owner and a deadline; for scheduled cadences, you can use Sequences in the Flows module.
Can I create the task without opening the card?
Yes. With Super Chat, you can type a command such as create task 'Call the customer' for tomorrow associated with the deal in context.
Read also
- How to create and manage tasks linked to a deal in Kanban
- How to set up the sales funnel for a complex B2B cycle in Kanban
Start for free to organize your funnel and follow up without losing proposals → With a free Papo account, you can try Kanban and follow-up tasks on the same panel.