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  1. 501 votes

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    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

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    Bryan Schlegel commented  · 

    Bump!

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    Bryan Schlegel commented  · 

    It's sad, we really like the product and it's simple to use but a few key features seem to be missing. It would make the world of a difference (reminders on quotes and showing open balances on outstanding invoices is my biggest complaint).

    I think they just rely on third party apps for that level of functionality so you almost need to use a different invoicing or billing product that integrates from one of their partners but it would be nice if it was built in by default to the core product.

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    Bryan Schlegel commented  · 

    Seems like such a simple request, like sending out reminder invoices for ones that haven't been paid which already exists.