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Title New Feature for Quote Module ---- Quotation Expiration Notice:
You can now send an Official Expiration Notice for Quotes to clients.
This can be very useful communication to clients whom are slow to respond.
When you click the "Expire this Quote" Button it process these items.
    1. Set Quote Status as Expired
    2. Set the Expiration Date
    3. Set a Status Notification Field as Quotation Expired
    4. Ask if you want to send a Notification to the Client
    5. If YES, then the attached Expired Quote Report will be created
    6. The Integrated Email will popup so you can send to the client with Expiration Notification
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Web Link
Date Entered 3/4/2021
You Tube Link
Type Of Article How To
Article ID 1028

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