How to Configure Proposal Expiration Reminders

📂 Category: Proposals

In Buscoou PRO, you can send expiration reminders to leads or customers before a proposal expires. These automated emails help ensure timely responses and improve follow-ups.


Step 1: Configure Expiration Reminders

  1. Navigate to Settings -> CRON Job.
  2. Locate the option Send Expiration Reminder and set it to YES.
  3. In Expiration Reminder Before (days), define how many days before the expiration date the reminder should be sent.
    • 📌 Example: If a proposal expires on September 22 and the reminder is set for 4 days before, the email will be sent on September 18.

Step 2: Ensure CRON Job is Configured

  • The CRON job must be properly set up for automatic reminders to function.
  • Expiration reminders are sent only for proposals with status OPEN or SENT.

Step 3: How Proposal Expiration Emails Work

  • The reminder email will be automatically sent to the email address added when the proposal was created or edited.
  • Customers and leads will receive a notification reminding them about the upcoming proposal expiration.

By enabling this feature, Buscoou PRO ensures that your proposals receive timely responses, reducing missed opportunities.


📌 Keywords:

🇧🇷 Lembrete de expiração de proposta, lembrete automático de proposta, aviso de vencimento de proposta, configurar lembrete de proposta, proposta pendente

🇵🇹 Lembrete de expiração de proposta, notificação de vencimento, configurar lembrete de proposta, aviso automático de proposta, proposta pendente

🇮🇹 Promemoria di scadenza della proposta, avviso di scadenza preventivo, configurare notifica di scadenza, proposta in sospeso

🇪🇸 Recordatorio de vencimiento de propuesta, notificación de expiración, configurar recordatorio de propuesta, propuesta pendiente

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