I am sending Contracts to Customers to sign.
If they don't sign within 3 days, I want to remind them every 3 days until 15 days have passed, at which point I want to email them to tell them the Contract has expired.
How can I set this up?
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1
الرد
4634
أدوات العرض
This might work well:
Create an Automated Action that uses a timed condition based on the creation date of the Signature Request:
The Email Template (1) is what will be sent to the Customer.
You would setup one Automated Action for each interval - 3, 6, 9, 12 days - and then one final Automated Action for the 15 day interval - that one telling the Customer that the Contract would not be continued.
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تسجيل| المنشورات ذات الصلة | الردود | أدوات العرض | النشاط | |
|---|---|---|---|---|
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0
فبراير 25
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1168 | ||
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1
أبريل 25
|
4109 | ||
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2
مايو 16
|
10745 | ||
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2
يوليو 25
|
6104 | ||
|
0
نوفمبر 24
|
1336 |
