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Quotation Customer Followup

Sending an Email to the Customer with a Delayed Quotation

Key Highlights

Automated Date Calculation

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

Automated Reminder

Automatically email customers if the quotation has expired or the follow-up date has been reached.

Provide an option to include email templates and set a Follow-up reminder for a day after sending an initial Quotation to address any irresponsiveness.

Template for Quotation Followup.

Automatically verify and address unresponsive Quotations by sending emails on a daily basis.

We can set Quotation Expiry Days in Orders > Customers > Sales & Purchase.

While we can establish a global Expiration Date applicable to all Customers, we also have the option to set a mail template.

Template for Quotation Expiry.

Expiration reminder emails are sent daily for Quotations that are nearing expiry.

  • Expiry date is automatically calculated based on the user's expected days.
  • Automatically email customers if the Quotation has Expired or the Follow-up date has been reached.
Version 17.0.1.0.0|Released on:25th May 2024

Initial Commit for Quotation Customer Followup.

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