Using Quote Reminders on Tradify Web

Understand how to chase up Quotes with Quote Reminders on Tradify's web app.

Using Quote Reminders helps you to win more work and remind potential customers of work that you can do for them.

Activating Quote Reminders

To turn on Quote Reminders:

  1. Head to your Quote.
  2. Select the Enable reminder emails on this quote toggle.
  3. Select Save.

Important note:  Once quote reminders have been activated, all email addresses that have previously been sent the quote will be included in the 'to:' field in the reminder email and therefore visible to all recipients.  

Editing Quote Reminders

  1. Head to Settings.
  2. Head to Quotes.
  3. Select the Quote Reminder Toggle.
  4. Edit the Message to Customer in the text field. 
  5. Select Save.

Using Quote Reminders on Tradify Web Walkthrough Video


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