Estimate Follow Up Questions

[acaroluzzi]

Can you automate estimates to resend to customers after a certain number of days if they haven't accepted? 

[Sheena_Palacios · Accepted solution]

Hi @acaroluzzi - you can definitely accomplish this! Once you enable Online Estimates you can customize the invoice email template to add an expiration and/or resend for certain amount of days if it has not been accepted!

[acaroluzzi · Accepted solution]

Thank you!!

[Sheena_Palacios · Accepted solution]

Anytime, @acaroluzzi! Here's a screenshot of what it looks like in ST for guidance.

[acaroluzzi]

Thanks again!

[mel-deyto · Accepted solution]

Hi @acaroluzzi you can also automate and customize your followup emails of unsold estimates and send drip campaigns with Marketing Pro. There is a whole library of pre-built templates specifically for unsold estimate campaigns that are designed to get your audience to take action. 

[acaroluzzi]

I like this idea! 

[Sheena_Palacios · Accepted solution]

Hi @acaroluzzi - you can definitely accomplish this! Once you enable Online Estimates you can customize the invoice email template to add an expiration and/or resend for certain amount of days if it has not been accepted!

[acaroluzzi · Accepted solution]

Thank you!!

[Sheena_Palacios · Accepted solution]

Anytime, @acaroluzzi! Here's a screenshot of what it looks like in ST for guidance.