Our worklow needs to be the following:

1. We have to generate a quote (estimate) to the client

2. The client approves the quote and issues a purchase order

3. we then turn the quote into an invoice and email it to the client

We can do this manually. How do we automate the part where it reminds us 30 days before that quote is due again? The ideal way would be that it sends me an email, I click on that and go into zoho and the quote opens, I change the days and any amounts if they have increased, give it a new quote number and email it to the client. Then they issue the po, I turn it into an invoice and I want until the next year.

Is this related to the "expiration date"? We use that now to try and nudge the client to approve the quote. So we say the quote expires in 30 days. If we need to change that date to mean "the date the contract expires", we can do that. But then what about the invoice? Is there a reminder that can be set there? Obviously, this normal large company method of doing business does not fit into a "recurring inovoice" becuase it is more of a "recurring quote".

Even is there is just a reminder system that can give me an email and where I can generate a report that lists the client, the quote/invoice amount, when it is due again (expires?), that would be acceptable. Thank you!