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Quote emails: per-template control to disable individual expiry/reminder emails

We do not want certain automatic quote emails to go to the customer and would like to disable them. Original ask: disable the quote expiry email altogether. A second tenant (Consultrix) asks for finer control: switch individual automatic reminder emails on or off per template, so only the reminders that fit the follow-up process are sent.

Note: quote expiry reminders can already be managed in the settings today; this card is about per-template granularity. Collect demand for per-template email control here.

Keywords

disable reminder email, reminder per template, quote expiry email, follow-up email, turn off reminder

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Comments1

  • Amber Beach

    •

    Jul 1

    This is already possible under Home > Admin> Quote> Quote extra settings > Days before expiry to send reminder (set to none).