Search Knowledge Base Articles

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.

proposal email

To configure email expiration reminders navigate to Setup->Settings->CRON job

proposal cronjob

  1. Set Send expiration reminder to YES
  2. 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-09-18

  1. You will need cron job configured for this feature.
  2. Expiration reminders will be sent only on proposals with status OPEN and SENT

Did you find this article useful?

Related Articles