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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Under Review
Feature Request
24 days ago

Sibyl Boothe
Get notified by email when there are changes.
Under Review
Feature Request
24 days ago

Sibyl Boothe
Get notified by email when there are changes.