Ixonn Group

User Guides

Proposal Expiration Reminders

Table of Contents

You can send expiration reminders to the lead/customer regarding a proposal. An email will be sent to the contact email added to the proposal while you created/edited the proposal.

proposal email

To configure email expiration reminders navigate to Setup -> Settings -> CRON job

  1. Set Send expiration reminder to YES
  2. Set “expiration reminder before XX days. eg.: 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 cron job configured for this feature.
  2. Expiration reminders will be sent only on proposals with the status OPEN and SENT

Related Articles