By sending timely reminder emails, the feature helps reduce the likelihood of lost sales and supports improved conversion rates.
All reminder emails are sent from the default company mailbox. Please note that sub-company mailboxes are not currently supported.
With its simple configuration options and reliable automation, Auto Chase Quotation is a valuable addition for businesses aiming to increase efficiency, customer engagement, and revenue.
Key Benefits
Reduces missed opportunities by automatically following up with prospects.
Improves conversion rates by ensuring quotes remain visible to customers.
Saves time by removing the need for manual follow-up reminders.
Provides flexibility with multiple scheduling options.
Stops unnecessary reminders when the customer signs the quote.
How It Works
The Auto Chase Quotation function operates on predefined follow-up triggers linked to the quote’s sent date and expiry date.
Currently, the feature supports up to four automated chaser events:
2 days after sent date
9 days after sent date
7 days before expiry
1 day before expiry
You can enable all, some, or just one of these options depending on your business process.
⚡ Important: If a customer signs the quote after receiving a chaser email, the system will automatically stop sending any further reminder emails for that quote.
Customisation Options
At present, the function uses hardcoded templates rather than referencing centralised email templates. This means customisation is limited to:
Subject line of the chaser email
Body text of the chaser email
The layout, format, and structure of the emails themselves are fixed.
Limitations
Emails are sent only from the default company mailbox (no sub-company support).
Limited to hardcoded templates (no access to shared email template library).
Only the subject and body text can be customised. (usually handled as part of install process)
Scheduling is fixed to the four predefined time intervals. (more can be added however this will require professional services)
Cost
£125 Upfront Install Fee
£30 Recurring Monthly Fee (co-terminus with existing license contract)
£125 P/H Professional Services Fee for any additional requirements/changes to the script.
✅ Summary:
The Script Store: Quote Chaser Email Function helps automate customer follow-ups on outstanding quotes, increasing sales efficiency. While customisation is currently limited, businesses benefit from its ability to send targeted reminders at key intervals. Importantly, once a customer signs a quote, no further reminders will be sent, ensuring the process remains professional and customer-friendly.