eApps eQuotes

How to set a renewal date for Documents

Although currently not focused in other formats, you can use GeoQuotes to automatically create a document at a certain date using the “recurring” feature.

To achieve that, you will need to create a specific template that won’t pull (map) any information from the quotes fields and select it later.

Inside the “Quotes” module, select the quote you want to be recurring.

Once you click, you will see the image below. Set the information as necessary and click “Save” to complete the action.

After this is set, every selected time period a new quote will be created automatically and you will receive an email reminder about it. It’s important to mention that the recurring action does not send document automatically.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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