Choose reminders for an estimate that is still waiting for the customer’s response.
1. Review estimate schedules
Open Business Profiles → Edit → Reminders and find the estimate reminder schedules. Review timing and message before enabling a schedule.
2. Set intended defaults
Select Default only for the estimate schedules you want chosen for new estimates. Leave defaults clear if you want to decide on each document.
3. Check the estimate
Open the estimate and review its reminder choices and recipient. Check it still awaits a response and has not expired, been declined, or been accepted.
4. Save and verify
Save the estimate and reopen its options. Use History to review an actual attempt; a checked reminder is not proof of delivery.