List of quotes with no response

Maciej (XTRF Senior Deployment & Training Specialist) 3 years ago updated 3 years ago 2

I wanted to ask if there's any way to get a notification about quotes that have been sent to the client but haven't been accepted or rejected and have been pending for a while. Could we have the system trigger a notification after a certain amount of time has passed? Or after the quote has expired?


There is no dedicated notification for such occasion, but we have a very nice solution to that anyway!

I created a view that shows Quotes with three filters: 

- Status is Sent (means delivered to client, but with no decision made)

- Expiry is passed (end of yesterday or earlier)

- (optionally) the signed-in user is the owner - to show my own quotes only. 

Additionally, if you are familiar with Periodic Jobs, you can set up a daily (or more frequent) subscription to such filtering results that would only send the email if there are any hits. 

This way, you will have it done just like you need it. 

screenshot-1.png - Latest 2017-06-28 10:30 - Maciej Rączka


I decided to create a short video explaining step-by-step how to do it all from scratch.