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Quotation Customer Followup

Sending email to late quotation customer

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Overview

This module will assist in sending an email to a customer whose quotation has recently expired. and follow-up mail to the late quotation customer.

Features

Expiry date is calculated automatically based on the user's expected days.

user can set expected days and mail template in General settings

sending emails every day

Option for sending an email to a customer whose quotation has recently expired. and follow-up mail to the late quotation customer.

Screenshots

Add email template and expected days

Option for adding email templates and setting a day after the follow-up irresponsible quotation.

Follow-up email sending

Automatically checks irresponsible quotations and sends mail every day.

Set expiry days in customer form view

We can set quotation expiry days in Order>customer>sale&purchase.

Set expiry days in General setting

While we can set an expiration date globally that will apply to all customers,we can also set a mail template.

Expiry mail sending

Expiry emails are sent every day based on whose quotation will expire soon..

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