Quote Reminders are your Automated Assistant, following up on quotes 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.
Automated reminders can only be set up in the Web Portal. Go to the Settings cog > Smart Assist OR Accounts > Quotes - Quotes Assistant > specify your settings > Save at the bottom of the page.
