Getting paid · Quotes
Does DeskOps follow up on a quote nobody answered?
ComputerOpen Get Paid, then Quotes tab and open the quote for its history, the follow-ups themselves are in Emails, then Sent. Turn them off in Get Paid, then the Settings tab, then Quotes, then More options, then Quote follow-ups.
PhoneOpen Get Paid, then Quotes and the quote. Emails, then Sent; Get Paid, then the Settings tab, then Quote settings, then More options, then Quote follow-ups.
Yes, twice, when the quote has a customer email: a follow-up three days after the quote went out, and another at seven days, each with the link to accept. They stop the moment the quote is accepted, declined or expired, and you can turn them off with Quote follow-ups. The follow-ups show in Emails → Sent; the quote's history shows when the link went out and when it was opened. Quotes carry an expiry date so an old price does not stay open forever; the default is set in Get Paid → the Settings tab → Quotes under Quotes expire after (30 days if you never set it), and can be changed on each quote. Sending the same quote again does not change its price, its expiry or its number.