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

  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 jobconfigured 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

  • Merging Invoices

    Merging invoices is feature in WPSCRM that allows you to merge/include already created invoices into...

  • Invoice Overdue Notices

    You can send invoice overdue notice manually or automatically with cron job. Sending with cron job ...

  • Record Invoice Payment

    While viewing the invoice from the admin area click on the + Payment button to record a ne...

  • Send Invoice to Email

    WPSCRM have the option to send this invoice to a customer which is related.  Also, the PDF invo...

  • Recurring Invoice

    Settings Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main ...