In this new episode of the Triggre Weekend Masterclass, Eddie walks you through setting up automated reminders for pending quotations in “Quentin Quotino”, our free quotation management template. You’ll learn how to create an automated flow that tracks pending quotations, sends email reminders to customers, and fine-tunes the timing to fit your sales process. This is very useful to reduce manual follow-ups and improve response rates.
Referenced lesson: #107- Add a customer portal to your quotation management system
