To configure validity reminder notifications for current estimates, follow these steps :
- Go to the ‘Settings’ module and select ‘Setting notification(s)’.
- Choose the ‘Quotes notifications’ tab, then select the ‘Reminder of the validity of the quote’ notification and click on ‘Modify a notification’.
- Indicate the date on which the notification should be triggered, based on the validity date of the quote, then click on ‘Add reminder’.
- You can attach the quote to the email by ticking the appropriate box.
- To finalise, save the changes by clicking on ‘Save changes’.