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Quote Email Trigger

Vote for this feature
8 Votes Status: Requested
Replies: 6 - Pages: 1 - Last Reply: Mar 13, 2020 1:08 PM by: Rich S
Randy Juneau
Registered: 5/26/12
Quote Email Trigger

Yes! We need this really bad. If we could send our recent quotes out a day after 3 days after 5 days after and so forth it was first quoted, this would increase our bookings a lot. I used to have a high-school kid hired that would just go through the quote list and resend stuff that had been quoted in the last 3 or 4 days and he would look to make sure there was still availability on that unit, and if not he would do a new quote on a unit that was available. Then start sending that quote out as group email on a regular basis. I don't have time to do it anymore but it was a huge boost to my bookings. To go full circle with it, I'm thinking it would be triggered triggered buy a quote comma then you would need to check to see if the property is still available somehow or simply put a list with links to properties that are available for those dates. I would be happy to show you how this is done in another property management program. But if you could at least get a trigger out 4 quotes ASAP, that would be very helpful. Then work on the other bells and whistles as you have time.

Sam Westcott
Registered: 12/19/09
Re: Quote Email Trigger

Randy, we're going to push forward on this to get something out to you. Others have asked about this as well in the past. The plan is to add a Quote trigger that hinges on the Status criteria field. So you can choose to send/not send based on what the quote's status is (open, preempted, expired, booked). It will be a small iteration, but should get you what you need here. Thx, ~Sam

Marina's Edge
Registered: 10/10/12
Re: Quote Email Trigger

YEAH!!! Can't wait!

Amanda & Mike H
Registered: 6/29/17
Re: Quote Email Trigger

Was this ever addressed? I can't seem to find a way to trigger emails based on the quote status?

We would like to be able to send a triggered email based on days before/after expiry or preempted quotes.

Paul W
Registered: 6/9/09
Re: Quote Email Trigger

Not yet and more's the pity. Still very much needed and a highly requested To Do on our roadmap. The last couple years were filled with deviations for channel integration. When we finally got HA and Airbnb to the table, we spent 90% of our time doing what they needed. It ate up about 2 years of time. Thanks for the nudge on this.

Rich S
Registered: 12/28/18
Re: Quote Email Trigger

Y'all made the right call on where to focus !

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