How do I set up validity reminder notifications for pending estimates ?

Modified on Mon, 12 May at 1:57 PM

To configure validity reminder notifications for current estimates, follow these steps :


  1. Go to the ‘Settings’ module and select ‘Setting notification(s)’. 
  2. Choose the ‘Quotes notifications’ tab, then select the ‘Reminder of the validity of the quote’ notification and click on ‘Modify a notification’.
  3. Indicate the date on which the notification should be triggered, based on the validity date of the quote, then click on ‘Add reminder’. 
  4. You can attach the quote to the email by ticking the appropriate box.  
  5. To finalise, save the changes by clicking on ‘Save changes’.

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