To setup Auto Reminders for Quotations, please follow the below mentioned steps:
Step 1: Go to “Settings”.
Step 2: Click on “Auto Reminders” >> Click on “Reminders to Party” >> Click on “Add Reminder”.
Step 3: Select “Reminder Start Date”.
Step 4: Select the Reminder Document type as “Quotation”.
Step 5: Select the “required details” >> Click on “Save & Update”.
Step 6: You can see the updated reminder on dashboard, you can “edit or delete” the reminder.
