Turn on Quote Reminders

Topic

Tradify's automatic quote reminders help make sure your customers see and respond to the quotes you send, which can improve your chances of getting the job.

Instructions

To Enabled Quote Reminders overall for quotes: 

1. Navigate to Settings.
2. Select Quotes.
3. Find the Email Reminders section.
4. Toggle on Send email reminders (and Send Text Reminders if you would like to send reminders via SMS as well).
5. Adjust the Message to Customer as needed.
6. Select Save.

To turn on Quote Reminders on a per quote basis:

1. Navigate to the Quote page.
2. Search for and select the quote you want to enable/Disable reminders for.
3. Scroll down to the Quote Reminders section.
4. Toggle on Email reminders and/or Text reminders as needed.
   
   

3. Select Save.

Reminders will then be sent 7 & 14 days after the quote was sent, and 3 days before the quote expires.  They will stop once the quote expires or if it is accepted or declined. 

If you send the quote to your customer again, the 7 & 14 day reminders are counted from the most recent send date. If the quote expires soon after it was sent, the earlier reminders may be skipped so your customer doesn't receive reminders too close together.

Note:  Reminders will be sent to anyone you sent the original quote to - including yourself if you sent it to yourself to view.  The email addresses will all be visible in the "To" field. 

What Your Customer Will See

Every reminder email lets your customer know how many days are left until the quote expires, so they know how long they have to respond. The subject line reads "Reminder: Quote [quote number] expires in [x] days" and the heading inside the email reads "Your quote [quote number] from [your business name] expires in [x] days".

The number of days is worked out on the day each reminder is sent. For example, for a quote that expires 90 days after it was sent, the 7 day reminder will say it expires in 83 days, the 14 day reminder will say 76 days, and the final reminder will say 3 days.

Below the heading, the email shows your Message to Customer, the quote total and expiry date, and a button to view the quote.

Note: The subject line and heading are the same for all reminders and can't be changed. You can personalise the Message to Customer (up to 220 characters) in Settings > Quotes. When you send yourself a preview of the reminder email, it uses example details and always shows "expires in 3 days".

Additional Information

For more info on setting up quotes, see here: Quote Settings.