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Proposal expiration reminders

Category: Proposals BuildX


You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal.

proposal email

To configure email expiration reminders navigate to Setup->Settings->CRON job

proposal cronjob

  1. Set Send expiration reminder to YES
  2. Set expiration reminder before in days. eq. BEFORE 4 DAYS –  proposal open till date is XXX-09-22 and expiration reminder will be sent on  XXX-09-18

  1. You will need cron job configured for this feature.
  2. Expiration reminders will be sent only on proposals with status OPEN and SENT

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