Create a past due email template for Quotes, Contracts, Invoices, and Questionnaires, so that when the documents are past due, the clients automatically receive a reminder.
Can I turn Document Reminders on for some document types but not for others?
Yes, you are able to select which document types receive reminder emails.
Can I customize the reminder email that is sent to my clients?
Yes, you can create Document Reminder templates with Tokens to customize the email sent to your clients.
Can I choose when a Document reminder is sent?
Yes, you are able to set up the parameters for each Document type.
Document Reminders are available in Level 2 and Level 3.
What are you waiting for?