Quote Expiration & Reminders
Quote Expiration
Quotes can be configured in Quotes Settings to Expire after a certain amount of time. On the Quote itself, you can specify a date that the quote will expire.
When a quote expires, its status will be set to Quote Expired
and an orange bar will appear when viewing the quote that it has expired.
When a quote expires, it will automatically send the Quote Expiration Email to the customer.
Learn more about Quote Email Templates
Quote Reminder
The "Reminder" feature allows the admin to schedule a reminder email to the customer that their quote will be expiring soon.
Learn more about Quote Email Templates
Updated 10 months ago