Absolutely! Within the Interactive Quote Settings, you can configure automatic reminders to be sent to your customers via email and/or SMS.
Haven’t created an Interactive Quote yet? Click here to get started. Looking to learn more? Click here for additional information.
To set reminders, go to Interactive Quote Settings found in Settings -> Interactive Quote
There are two types of notifications you can set up for Interactive Quotes:
Open Interactive Quote Reminder
Remind your customers that their Interactive Quote remains open and that you are awaiting their response.
Reminders will be send out until the Interactive 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 Interactive Quote reminder email notification, you can easily edit this email here.
Open Interactive Quote Expiring Warning
Notify your customer before their Interactive Quote expires, reminding them that a response is still awaited.
Here is an example of the default Interactive Quote expire soon reminder email notification, you can easily edit this email here.
