Turn on Quote Reminders

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Quoting & Settings

To set Quote Reminders so your customers get follow ups:

  1. Head to your Quote.
  2. 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.

 

 

 

 

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