Reminder quotes - auto follow ups

Hey guys,

I see we can send reminder invoices, but is there a way to send reminder quotes? Follow up is huge for increasing close rate, and we need an automated way to send these follow ups.



This isn’t currently supported, feel free to create an issue here to request it:

Thanks, I submitted the request. I’m also wondering if it might be possible to disguise an invoice as a quote.

I don’t really need my customers to approve a quote. If I could just send an invoice that’s labeled as quote, then I could use the reminders to follow up on everything.

Is it possible to create a custom invoice that looks like a quote (ie. all labels are ‘quote’ instead of ‘invoice’ and button in email reads ‘view quote’)?


You could customize the invoice labels however it would apply to all records so I’m not sure if it would be a good solution.

Is there a way to send reminder invoices to all companies that are late in one swipp?

One option may be to filter the invoice report by the invoice age and use the bulk email action