How to Automate Communication & Email
Configure quote expiration and reminders
- Go to Settings > General > Quote Expiration.
- Set Quote expire after (days). Example: 7 days.
- Set Quote reminders send before. Example: 1 day before expiry.
- Save.
How it works
- When you send a quote, the app stamps the send time.
- Expiry date = last send time + expire days.
- The app sends a Reminder email at your chosen “send before” interval.
- On expiry, if not Accepted or Declined, status becomes Expired and the app sends an Expiry Warning email. Buyers can no longer accept the expired quote.
Notes
- If you resend a quote, the expiry date recalculates from the most recent time the quote was sent.
- If a quote is Accepted or Declined before the reminder, no reminder is sent.
- If No expiry (0 days), reminders are disabled.
Edit email templates
- Go to Settings > Email Template.
- Pick a template from the left list:
- Need Send Quote
- Send Quote
- New Message
- New Custom Message
- Accept Quote
- Decline Quote
- Quote Expiry Reminder
- Quote Expiry Warning
- Click Edit code to change Subject and Body (Liquid supported).
- Use Insert variables to add placeholders like
,, ``, etc. - Click Preview to review. Click Save.
Note: You can attach a detailed quote PDF to Send Quote and Accept Quote emails by enabling the PDF attachment option when sending the email.
Timezones
The app formats date and time in emails to the buyer’s timezone.
Use your SMTP (optional)
- Go to Settings > General > SMTP configuration.
- Enter Host, Port, Authentication (login or none), Username, Password.
- Click Load settings if using a supported provider (Gmail/GSuite) to auto-fill.
- Click Verify config:
- Enter a test email and send.
- If successful, the section shows a green Verified label.
