Document Reminders

17hats automatically reminds your clients about past due documents with an automated yet personalized email from you.

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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.

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