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Is there a documented follow up sequence when quotes are sent out?

Jun 2, 2019 7:24 PM
Joined Mar, 2019 3 posts

When I was playing around and setting up fake quotes, I seem to remember getting some reminders on quotes that I didn't take action on, but I don't see any of those emails in the email history for the quote. Was I imagining that or is there a sequence of reminders running in the background that aren't documented in the email tab? If so, is there a list of what is sent out and when?

Paul W
Jun 5, 2019 12:49 PM
OR Team Member Joined Jun, 2009 832 posts

There are no reminders sent for un-converted quotes (or when they expire or are preempted) though that is definitely something we want to add and it's often requested. So bottom line - you were imagining something! 😜😉