Proposal expiration reminders

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal.




Expiration reminders will be sent only on proposals with status OPEN and SENT

Did you find this article useful?

  • Add Items/Products

    Items is a feature that will allow you to create predefined items which will speed up the process wh...
  • Send Estimate to Email

    The CRM has an option to send this estimate to customer which is related. Also the PDF estimate will...
  • Converting Estimate To Invoice

    You can easily convert the estimate to invoice from the admin area. Open the estimate you want to co...
  • Create Estimate

    To create new estimate go to Sales -> Estimates -> Create New Estimate or by cl...
  • Merging Invoices

    Merging invoices is feature in the that allows you to merge/include already created invoices into 1 ...