Quotes · Updated
Reminders help customers return to quotes they have not answered.
How to use it
Open Quote reminders, choose the timing and review the message templates. Check delivery status on the quote before retrying. Respect the customer's reminder preferences and stop chasing work that is no longer wanted.
Example
Send a polite reminder a few days after the estimate, with the same private quote link.
Need a hand?
If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.