Quikflw can send reminder emails to clients who you have already emailed quotes and they have not responded. These are called 'Scheduled Messages'. You can also set up more than one so, for example, you could have 3 different emails, on 7, 14 and 20 days.
Setting up Email Templates
You don't need to set up scheduled message templates, but it will save you time if you do. You can also set these to be added to add new quotes.
- Go to the Cog -> Quotation Settings -> Scheduled Messages
- Click on '+New' to create a new template
- Set the title and text of the message, using the tags that are the same as for a quote PDF template
- Set how many days a quote needs to be in a certain status before the message is sent (in this case it will be sent 4 days after the status has been changed to 'Sent' (i.e. you have emailed it))
If this is selected:
This template will be added to all new quotes, copies, and versions.
Preview the appearance with the 'Save & Preview' button.
Edit on a Quote
The 'Scheduled Messages' tab is used to manage these:
Each email can be edited, previewed, and sent immediately ().
Once the email has been sent the date and time sent will be placed in the 'Sending Time' column.
You can reset this to reschedule by editing the message and clicking on the red link:
Which Email Will it Come From?
It will be from the default quote email address (in Quotation Settings). If there is none, it will come from the address of the quotes assigned user.