Automated Quote Follow Up
Dear All,
I am trying to set up an automation for the quote follow up to the customers. I want it to get triggered when the quote status is "Waiting for Approval".
I don't simply just want to set up a workflow that starts sending emails after a specific amount of time has passed. Instead, I want it to give the choice to the user that how do they want to set up the automated emails. For example, I want it to give 3 choices to the user,
- Send emails on "Specific Date and Time
- Send emails after delay of a certain number of hours/days/weeks
- Send emails sequentially (Last day of every week, 1st date of every month etc)
Furthermore, I want the workflow to stop working after the status of the quote has changed to anything other than "Waiting for Approval". I have been trying to find a way around of it but am unable to, would really appreciate help in this regard.
Many Thanks,
Maaz Ansari