How to create automatic Estimate Reminder Email
Hello - We do a lot of Quotes/Estimates. However, we always fail to follow-up with customers on these quotes. Therefore, many times we fail to convert these quotes into orders. We want to automate the process of Quotes/Estimate Reminders.
Here is the logic we want to implement through automation:
If an Estimate is in the "sent" status for more than X days, then send an automatic
Email to the Customer reminding them to look the estimate and respond.
Please help us with this simple automation.
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