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How do I send reminders about an offer expiry?

You can send expiration reminders to a lead/customer assigned to a proposal; email will be sent to the proposal email added while you created/edited the proposal.

To configure email expiration reminders navigate to Setup -> Settings -> Cron job-> Proposals.

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Set Send expiration reminder to YES

Set expiration reminder before in days.

eq. BEFORE 4 DAYS –  proposal open till date is XXX-09-22 and expiration reminder will be sent on  XXX-09-18.

Expiration reminders will be sent only on proposals with status OPEN and SENT.

You will need cron job configured for this feature.

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