eApps eQuotes

How to set recurring quotes

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 quote automatically.

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