Send Order Reminder Email
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If you have an order in your account that has been created but not placed yet, and you want to remind an individual about this order, you can send them an order reminder email.
The Send reminder feature triggers an email to remind the individual to take action on the order.
With this feature, you can share the order link with individuals in your account, as well as with those who have accounts on the platform but are not added to your account. Note that reminders can be sent for orders only in the Quoted status.
To send an order reminder email:
Navigate to the Orders page.
Select the order ID to open the details page. Make sure the order's status is Quoted.
On the order details page, select the arrow and choose Send reminder.
In the Send order to user wizard, do the following:
In the Email address step, enter the email address of the person to whom you want to send the order notification email. Then, select Next.
In the Order details step, enter the reference information and select Next.
In the Overview step, select the Send a copy of this email to me checkbox if you want to receive a copy of the email. Otherwise, leave it clear.
Select Send.
The individual will receive an email with a link to the order. After selecting the link, they can review the order and complete the ordering process.
