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 our Standard and Premier Packages.
What are you waiting for?