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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.

Set Send expiration reminder to YES
Set expiration reminder before in days. eq. BEFORE 4 DAYS – proposal open till date is XXX-09-22 and expiration reminder will be sent on XXX-09-20

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

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Search Knowledge Base Articles

Proposal expiration reminders

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