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?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
1
Reply
3360
Views
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.
