Quote Reminders are your Automated Assistant, following up a quote that you have created.

Reminders can be sent to clients via Email, Text message and it can create a PDF letter that will email to a particular User to be posted out to the client. Reminders can also create an internal Task to a User to prompt them to take action on Quotes that have been created.

To set up your Automated Reminders from the Management Portal

 

  1. Select Settings cog from the top menu bar.
  2. Smart Assist
  3. Quotes - Quotes Assistant
  4. Scroll down to Quote Reminders.
  5. You can specify your settings here.
  6. Select Save when done.