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You can create one or more reminder rules here to automatically email your customers about pending estimates. Once rule(s) are created, when you send an estimate to your customer via email, the system will automatically schedule future email reminders. If the customer approves/rejects an estimate, future reminders will be automatically cancelled.

Help

You may use the following placeholders in your rules, the system will automatically replace them with the correct values.

Placeholders
  • [customer_name]
  • [customer_address]
  • [company_name]
  • [company_phone]
  • [company_primary_email]
  • [company_primary_contact_name]
  • [estimate_access_url]

  • Click here for more details

    Rules

    Estimate Reminder Rule

    # 1

    Send email reminder 5 days after estimate sent date

    Email Subject:
    Email Body:
    Delete