How to send automated reminders for Quotations?
To close deals faster, it is necessary to remind clients to review your quotations on time. Doing this manually is time-consuming. Not only that if you forget to take the follow-up on time, you can even risk losing the deal.
That's why Refrens has come up with the automated reminders feature. After you send the quotations to your clients, you can also schedule automated follow-up reminders over emails OR WhatsApp.
This ensures you never miss out on an important follow-up and helps close the deals faster.
Just go to any quotation > ensure you have added a "Valid till date" > go to send reminders by email/WhatsApp > set the frequency of reminders and you are good to go!
That's why Refrens has come up with the automated reminders feature. After you send the quotations to your clients, you can also schedule automated follow-up reminders over emails OR WhatsApp.
This ensures you never miss out on an important follow-up and helps close the deals faster.
Just go to any quotation > ensure you have added a "Valid till date" > go to send reminders by email/WhatsApp > set the frequency of reminders and you are good to go!
Updated on: 31/01/2025
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