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Send order reminder email

Remind an individual about a pending order via email.

If you have created an order but have not yet submitted it for processing, you can use the Send Reminder feature to notify the person responsible for completing the order.

The Send Reminder feature sends a reminder email that includes a link to the order, and it also allows you to send a copy of the email to yourself.

Reminders can be sent only for orders in Quoted status, which applies to orders saved for later using the Save Order option during order creation.

Send an order reminder email

To send an order reminder email:

  1. Go to Marketplace > Orders.

  2. Select the required order to open its details page.

  3. Select the dropdown arrow , then choose Send reminder.

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

    1. Email address - Enter the email address of the person to whom you want to send the reminder email, then select Next.

    2. Order details - Enter reference details as needed, then select Next.

Overview - Select the Send a copy of this email to me checkbox to receive a copy of the email. Otherwise, leave it clear.
  • Select Send. The individual will receive an email containing a link to the order. After selecting the link, they can review the order in the platform and submit it for processing.

  • Use Send reminder to send a reminder email about the order.