Topic
Learn more about how to send Quote Reminders via Text Message in Tradify. For more information on Tradify's Text Messaging feature, check out our article on Text Messages in Tradify.
Video Guide
Enable Text Reminders on a Quote
- Open the quote you want to enable reminders for.
- Scroll down until you see Quote Reminders.
- Enable text reminders by sliding the toggle on, and selecting your Customer and/or Site number you want the text reminders sent to.
- Click Save to save your changes.
Note: Automated quote text reminders will then be sent for quotes that are pending a response (Accepted or Declined) and marked as sent.
Timing & Message Content
Quote Reminder texts contain the following message:
"Hi, friendly reminder to review your quote [document_url] from [companyname]. Do Not Reply."
Up to 3 text reminders will be sent:
- 7 days after send date.
- 14 days after send date.
- 3 days before expiry date.
The timing and messages for text reminders are currently fixed and cannot be customised.
Turning Off Quote Text Reminders
If you want Tradify to stop sending automated quote reminders fully, you can do this from Quote Settings:
- Navigate to the Settings page.
- Select Quotes.
- Under the Text Message Reminders section, toggle off Send text reminders.
Additional Information
For more info on Quotes reminders, see here: Turn on Quote Reminder Emails
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