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New: Send Quote Reminders Before They Expire

July 24, 2024

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.paidnice.com/blog/send-quote-reminders-before-they-expire

We're excited to introduce Paidnice's latest feature: Send Automated Quote Reminders for Xero and QuickBooks Online.

This powerful addition is designed to help you keep track of quotes and ensure they are accepted before they expire.

Key Features of Automated Quote Reminders

  1. Quote Expiry Reminders: Set up reminders based on quote expiry dates to automatically notify your prospects to accept or decline quotes.
  2. Customizable Emails: Tailor the look, timing, and sending domain of your reminders to match your branding.
  3. Seamless Integration: Easily integrates with Xero and QuickBooks, updating your accounting system upon quote acceptance or decline.
  4. User-Friendly Setup: Configure your reminders in just four simple steps, allowing you to focus on more important tasks.

Why use automated quote reminders

  • Increased Efficiency: Save time by automating the follow-up process, reducing the manual workload for your team.
  • Improved Conversion Rates: Ensure no quote gets forgotten, improving your chances of converting quotes into sales.
  • Enhanced Professionalism: Customize reminders to come from your domain, giving your communications a polished, professional look.

Real User Experiences

Geoff Smith, Managing Director of Marine Services Ltd, shares, “I've never had a way to remind prospects about quotes expiring in Xero until now. Paidnice works just like invoice reminders but for quotes - it's saved me hours.”

Alex Hamilton, CEO of Paintvine, adds, “This has been a total game changer for us. I highly recommend the quote and invoice reminders if you're looking for an easy set and forget way to manage your account receivables.”

Get Started Today

Experience the benefits of automated quote reminders with a 30-day free trial. Join the growing number of businesses leveraging Paidnice to streamline their accounts receivable processes and ensure timely follow-ups on quotes.

To learn more and get started, visit the feature page for Quote Reminders.

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