Create an Auto Reminder Rule for Estimates

The system allows you to automatically send estimates via SMS or email by creating an auto reminder rule for estimates with specific conditions as required.

First, make sure to “Activate the SMS app” and “Add an SMS template” before creating the auto reminder rule.

1. From the main menu, click on “Templates.”
2. Click on “Auto Reminder Rules.”
3. Click the “Add” button and select “New Estimate Rule” from the dropdown list.
4. Enter the estimate rule details as follows:
   • Name: Enter the name of the quote rule as required.
   • Estimate Status: Select the estimate status from the dropdown list as needed.
     • First, ensure that manual estimate statuses are activated and added from the sales settings so that these statuses appear in the auto reminder rule. For more details, refer to this guide.
   • Send On: Select from the dropdown list when to send the message, either:
     • Instantly: The message will be sent at the time of creating or updating the selected estimate immediately.
     • After: The message will be sent after the specified creation or update date.
     • Enter the number of hours/days/months after creating or updating the estimate when the message should be sent.
   • Channel: Select “SMS” from the dropdown list as the required sending method.
   • Channel Template: Select the required message template from the dropdown list.
     • Notes:
       • You can click the “New Template” button next to “Channel Template” to add a new template.
       • For more details on how to add a new template, refer to the “Adding an SMS Template” guide.
   • Active: Check this box to set the reminder rule’s status to “Active,” or uncheck it to deactivate the rule.
   • Valid Until: Set the period during which the reminder rule is valid to send a specific estimate, specifying (hour, day, or month) from the dropdown list.
     • Example: If one day is selected as the validity period, the system will attempt to send the estimate message. If it fails, it will continue trying for 24 hours only.
5. Click the “Save” button.

• If a new estimate is created that meets the conditions specified in this reminder rule, the system will send it as a text message according to the specified timing, message template, and other settings.