You can send expiration reminders to the lead/customer that this proposal is assigned. The email will be sent to the proposal email address added while you created/edited the proposal.
To configure email expiration reminders, navigate to Setup->Settings->CRON job
- Set Send expiration reminder to YES
- Set expiration reminder before the days. e.g. BEFORE 4 DAYS – proposal open till date is XXX-09-22 and expiration reminder will be sent on XXX-09-18.
- You will need Cron Job configured for this feature.
- Expiration reminders will be sent only on proposals with status OPEN and SENT.