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:

  1. 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.

  2. 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.

  3. 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!

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