Quotes Automated Reminder Emails
Sales staff can set automated email reminders for their contacts, aimed at ensuring timely follow-ups for sent quotes. This feature has been developed to assist in maintaining momentum in the sales pipeline and reducing the chances of missed opportunities.
Using Quotes Automated Email Reminders
The starting point for Quote Reminders is the validity period of the quote; the global default is 30 days (specified in Settings > Leads Settings > Miscellaneous).
The Valid From date can be modified in the Quote:
The expiry date of the quote is based on the Valid From date of the quote, and the global default duration. Quote Reminders are activated in the Advanced quote options window (accessed by pressing the Advanced button at the bottom of the Quote screen):
Pressing the Advanced button displays the Advanced Quote Options window:
Change the Send Expiry Reminders option to Yes.
The reminder templates specify the email template to use, and the intervals at which the reminders will be sent. These are configured in Settings > Leads Settings > Quote Automated Email Reminders.
Once selected, the reminder Intervals section is displayed (visible in the previous image).
The Reminder Intervals indicate the number of days after the previous email was sent. For example, in the previous image, the first reminder will be sent 1 day after the initial Quote email is sent, the second reminder will be sent 3 days later (i.e. 4 days after the initial email) and the final reminder will be sent 10 days after the second reminder (i.e. 14 days after the initial email).
When ticked, the Expiry Day Reminder option (visible in the previous image) will send a reminder on the day the Quote is due to expire, regardless of any other reminders that have been sent.
The Quote History section displays the relevant quote activity (if any):
Reminder Templates
Reminder templates are configured in Quote Automated Email Reminder Templates (Settings), and determine the following elements