Automatic Quote Follow up

Create a schedule and let FlatRateNOW send automatic reminders to your customers.

Currently you can setup emails to generate minutes, hours and days after issuing the quotation to your customer.

How do I enable the automatic quote follow up feature?

View this interactive tutorial with any/all additional step details

PLEASE NOTE:

If this feature is enabled and you use the legacy quoting app, all quotes sent to customers will automatically be added to the follow-up workflow.

The V2 Quoting App Email Prompt includes the toggle to deactivate the automatic quote follow-up.

SMS follow up will be available soon!