Absolutely! Within the Quote Settings, you can configure automatic reminders to be sent to your customers via email and/or SMS.
Haven’t created a Quote yet? Click here to get started. Looking to learn more? Click here for additional information.
To set reminders, go to Quotes Settings found in Settings -> Quotes
There are two types of notifications you can set up for Quotes:
Open Quote Reminder
Remind your customers that their Quote remains open and that you are awaiting their response.
Reminders will be send out until the Quote is accepted and booked, expires, declined, deleted or 30 days has passed since it's creation. You can adjust the 30 days setting by updating the input field below. Just make sure to save your changes before leaving the page.
Here is an example of the default Quote reminder email notification, you can easily edit this email here.
Open Quote Expiring Warning
Notify your customer before their Quote expires, reminding them that a response is still awaited.
Here is an example of the default Quote expire soon reminder email notification, you can easily edit this email here.
