What it does
When a quotation or a sales order document is waiting for the customer to sign, The Layer can email them a reminder for you. If it is still not signed shortly before the quote or link runs out, the person who sent it is told. Reminders are off until you switch them on.
Set it up
Go to Settings, Signing Reminders.
Set Quotations, Documents sent for signature, or both, to Yes.
Check the timings, then click Save. The page spells out the schedule in plain words as you change the numbers.
The defaults: first reminder after 3 days, then every 4 days, at most 2 reminders, and a warning to the sender 3 days before it runs out.
Who gets what
Quotations: the quotation's contact, with the usual link to review and accept it online.
Documents sent for signature: the contact the document was sent to, with a link to the same document.
The warning: the person who sent it and the record's owner, once.
Reminders come from the person who sent the quote or document, and each one is recorded in the record's history.
Questions
Which quotations get reminders?
Quotations emailed to the customer in the last 60 days that are still Quoted or Open, have not been accepted and are still in date. Older quotes are left alone, so switching this on does not email everyone with an old quote.
When do reminders stop?
As soon as it is signed or accepted, cancelled, sent again, or the reminders are used up. None is sent in the last day before the quote or link runs out.
Does the old link still work after a reminder?
Yes. Every link sent for a document keeps working until it is signed, cancelled, replaced or runs out.
Can I stop reminders for one customer?
Cancel the request on the order's Signatures panel, or change the quotation's status. To stop them for everyone, set both options to No.
I only want the warning, not customer reminders.
Set Most reminders to send to 0.