A Quote Reminder can be created to remind the client of the quote and to prompt them to respond with the outcome of the quote.
Click here to create your Email Quote Reminder for when a Quote is Overdue.
Below is a suggested template of an Email Quote Reminder that can be sent after the invoice is due;
The wording in square brackets are where placeholders can be used to bring in the information from the quote that has been created.
When adding this wording to your template use Ctrl + Space to replace the square bracket information with a Formitize placeholder
Subject | Your Quote [quote number]
Dear [Primary Contact Full Name],
Just a friendly reminder about the customised quote [invoice/quote number] we prepared for you recently. We understand that life can get busy, and sometimes things slip through the cracks. However, we believe our proposal holds significant value for you and would love to discuss it further.
We would be thrilled to have the opportunity to discuss it further. Our team is ready to address any questions or concerns you may have, please feel free to reply to this email or call us directly on [business telephone].
Thank you for considering our services. We look forward to hearing from you soon.
