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!!
Anonymous shared this idea
Montgomery Business Solutions commented
Yes, please add. But maybe in mean time we, Books users, can create an automation?
It would be great!
Fence Guy commented
I agree very much needed as part of the sales process. Have you found a work around versus individually?