Zoho Books - Sending "reminder" emails for expiring estimates
It would be great if Zoho Books can email the clients that their estimates are about to expire, rather than setting up a reminder to yourself to follow up. This would effectively be more efficient as you won't need to think about it.
Please offer this as part of the service!!
22
votes
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Montgomery Business Solutions commented
Yes, please add. But maybe in mean time we, Books users, can create an automation?
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Davide commented
It would be great!
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Fence Guy commented
I agree very much needed as part of the sales process. Have you found a work around versus individually?