To set Quote Reminders so your customers get follow ups:
- Head to your Quote.
- Toggle on Email reminders and/or Text reminders
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.
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.
- You can edit the quote reminder message under Quote Settings.