Quote Reminders are here!
You can now schedule automated Quote reminders to be sent to your customers. Reminders can be set to send 7 or 14 days after your initial email, 3 days before the Quote is due, or a combination of these times.
Please note:
Quote Reminders are only available for Standard Plans or above.
Please contact Support here if you have questions about your plan.
How it works:
When sending a Quote, you’ll now see the option to Send Automated Reminders and you can choose one or more of the three future dates.
In the Tracking tab on the Email pop-up, you can see any reminder emails that are set to be sent in the future and remove them if needed by clicking the red X next to the date.
In the New Email tab on the Email pop-up, you will see a notification if there are already reminder emails scheduled for this Quote.
Notes:
Reminder emails show “Reminder for Pending Quote {quote number}” in the subject line. The body of the email uses your default, customized copy (found in Settings > Labels and Messages > Emails).
Reminders won’t be sent if the Quote Status changes to Won, Ordered, or Fulfilled, or if the Quote expiry date has passed.
Happy Quoting!