Follow these steps:
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Set Up Expiration Reminders:
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You can configure expiration reminders to be sent to the lead/customer who the proposal is assigned to. The reminder email will be sent to the email address entered while creating or editing the proposal.
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Configuring Email Expiration Reminders:
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Navigate to Setup → Settings → CRON Job.
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Configure Expiration Reminder Settings:
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Set Send expiration reminder to YES to enable the reminder feature.
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Set the Expiration reminder before in days. For example, if you want to send the reminder 4 days before the proposal expiration date, and the proposal’s open-to date is XXX-09-22, the reminder will be sent on XXX-09-18.
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Important Notes:
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Ensure you have cron job configured for this feature to work correctly.
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Expiration reminders will only be sent for proposals with the OPEN and SENT status.
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This feature ensures that your leads and customers are reminded in advance, giving them ample time to review and respond to the proposal before it expires.