Schedule A Live Demo - Click Here to Reserve Your Spot Now

Proposal expiration reminders

You are here:
Estimated reading time: < 1 min

You can send expiration reminders to the lead/customer that this proposal is assigned, an 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 reminders 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 a cron job configured for this feature.
  2. Expiration reminders will be sent only on proposals with the status OPEN and SENT
Was this article helpful?
Dislike 0
Views: 34