Apparently, Salesbuildr only offers one reminder for the customer - X days before expiration of the quote. Our previous quoting solution would allow us to set a more aggressive reminder, such as "Send First reminder after 5 days, repeat every 2 days until expiration". We found this very advantageous in keeping a distracted client focused on approving the quote. I would like to see a similar functionality added to Salesbuildr.
Jira: TN-3242
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New
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.