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Follow up on unanswered quotes

Reminders help customers return to quotes they have not answered.

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.

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