Can Odoo automatically remind Customers to sign documents if they don't sign quickly?

Question

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?

Ray Carnes (ray) · Accepted Answer

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.

相关帖文	回复	查看
Automate sending sign request thru email not working email automated signature	0 2月 25	1150
Email signature (set on User Preferences) not showing on Mails or Messages email signature	1 4月 25	4091
How to set automated action? email automated	2 5月 16	10709
Default followup email deleted - how do I set the default to a different template? 已解决 default email followup	2 7月 25	6082
Send automated Email to customers email automated automatic_email	0 11月 24	1313

此问题已终结

喜欢讨论吗？不要只阅读，加入进来！