Quote Reminders Aren't Sending

If quote reminders are not being sent, there are a few common things worth checking.

Check Quote Reminders Are Enabled

Quote reminders must be enabled before they can be sent automatically.

To enable quote reminders:

Settings → Workflow → Quotes & Invoices → Enable Quote Reminder

If this setting is disabled, reminders will not be sent.

Check The Quote Status

Quote reminders only apply to quotes that have been sent to a customer.

Review the quote and confirm its status is:

Sent

Draft, Accepted, Lost and Archived quotes will not receive reminders.

Check The Customer Email Address

Quote reminders are sent to the email address stored on the customer record.

Review the customer details and confirm the email address has been entered correctly.

Check The Reminder Timing

Quote reminders are automatically sent 3 days after a quote is marked as sent.

If three days have not yet passed, the reminder may not have been triggered.

Check Your Internet Connection

An internet connection is required for quote activity to sync correctly.

If your device has been offline, reconnect and allow the app to sync.

Review The Quote

Confirm the quote still exists and has not been archived.

Archived quotes are no longer part of the active quoting workflow.

Still Need Help?

If quote reminders are still not being sent, please contact FieldHive Support and provide:

• The quote number (if available)

• The customer name

• The date the quote was sent

• A description of the issue

This will help the support team investigate the issue more quickly.