Auto Email Quotes prior to exp.

It would be great to have the system set to auto email a reminder quote out to customers for quotes they have not followed through with. This would kind of be like the abandoned cart notification that is sent out on the website-except it would remind customers about quotes that were completed while the customer was inside the store.

Example: I would like the quote with a payment link to be resent out to anyone who has a quote that is 7 days away from expiration.

This would just be another way to get back in front of that customer and possibly close the sale.

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Upvoters
Status

Under Review

Board
πŸ’‘

Feature Request

Date

24 days ago

Author

Sibyl Boothe

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