Send Order Reminder Email

Remind an individual about a pending order via email.

If you have an order in your account that has been created but not placed yet, you can send an order reminder email to prompt an individual to take action on the order.

The Send Reminder feature triggers an email containing the order link. You can share this link with:

• Individuals in your account

• Users who have accounts on the platform but are not added to your account.

Reminders can be sent for orders only in the Quoted status. To learn about this status, see Order States.

Sending an order reminder email

To send an order reminder email:

1. Navigate to the Orders page.

2. Select the order ID to open the order details page. Ensure that the order's status is Quoted.

3. Select the arrow , then choose Send reminder.

The Send reminder option in the platform.

1. In the Send order to user wizard, do the following:

   1. Email address - Enter the email address of the person to whom you want to send the order notification email. Select Next.

   2. Order details - Enter the reference information, then select Next.

   3. Overview - 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.

2. Select Send.

Next steps

When you select Send, the individual receives an email with a link to the order. After selecting the link, they can review the order and complete the ordering process.