How to send pending or expiring quote reminder emails to customers

The plugin enables you to set up automated email reminders for pending and expiring quotes. This feature ensures timely follow-ups, helping to convert pending quote requests into confirmed orders.

Pending Quote Reminder Email

Pending quote reminder emails are sent to customers after you’ve shared the quote with them. You can schedule this email by specifying the number of days after the quote’s creation when the reminder should be sent.

1. Locate the Pending Quote Reminder Email section.

2. Define the time frame (in days) for sending the reminder after the quote’s creation.

   
   

   

3. Save your changes to activate the automated reminder.

   
   

   

Expiring Quote Reminder Email

Expiring quote reminder emails are sent to customers before their quote expires. This feature ensures that customers are notified in time to act on the quote before it becomes invalid.

1. Locate the Expiring Quote Reminder Email section.

2. Define the time frame (in days) for sending the reminder before the quote’s expiration.

   
   

   

3. Save your changes to activate the automated reminder.

   
   

   

You can fully customize the content of both reminder emails. Add personalized messages to encourage customers to act quickly.

Using automated reminders ensures that your customers stay informed and increases the likelihood of converting quotes into sales.