Keep IT in control of outstanding sales quote reminders

IT admins watch payment links but many sit idle, causing stalled deals. Scheduled reminders prompt sales reps to re-engage so quotes don't slip through.

Overview

Unattended payment links let deals stall and create blind spots in the pipeline. Giving IT ownership of scheduled reminders ensures sales reps re-engage at the right moment, reducing missed follow-ups and restoring reliable pipeline hygiene.

Notable Features

Schedule delayed follow-up emails
Check quote payment status before sending
Create follow-up tasks for reps