Settings and activity
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501 votes
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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Jayde Merrington
supported this idea
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14 votes
An error occurred while saving the comment Jayde Merrington
commented
Our Clients have recurring annual renewals of contracts so making the quotes repeating would save a huge amount of time, form having to copy to a new quote when the current year is accepted and invoiced. We can just adjust for any price changes without having to recreate the entire quote.
as the function is already available for invoices, it would seem to be straightforward enough to apply to QuotesJayde Merrington
supported this idea
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I would most certainly find Quote Reminders useful. Would save me so much time and hassle having to go through quotes which haven't been accepted by a certain date. I can't understand how this is a feature for invoicing but not for quotes? Seems a bit odd to me, particularly since there is an expiry date for quotes but the system takes no action when the expiry date arrives? Hopefully we see this feature in 2026, along with the ability to set up a quote to dispatch on a future date.