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Automatic follow-ups

In short​

A quote (devis) sent for signature and left unanswered is followed up after 5 days, then 12 days. The follow-ups stop on their own as soon as the customer has signed or declined. You can turn them off quote by quote.

What your customer receives​

A short e-mail, with the same link, still valid. They do not have to find the first message again. You can add a personal note to it in Settings → Documents.

Turning follow-ups off​

On the quote screen, under the signature card: Turn follow-ups off. The text changes to "Automatic follow-ups are turned off for this quote.", and Turn follow-ups back on reverses it.

It is useful when you are already following the deal by phone.

When they stop on their own​

  • The customer signs or declines.
  • The signature link has expired, on the quote's validity date.
  • The customer has unsubscribed from Devivolt's e-mails: they are no longer followed up.

You have nothing to cancel: Devivolt checks the quote's state just before each send. Each follow-up sent is recorded in the quote's History, and the quote list shows "reminded on…".