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RFQ

Schedule Reminders

Purchaser enables you to schedule reminders that are broadcast to all contacts on the RFQ to automate your follow-ups. This ensures you get responses without manually chasing quotes or replies.

Add a Reminder

You can schedule reminders for a single date or set them to recur. Recurring reminders will stop automatically either on a date you select or once the contact responds to your RFQ.

To Add a Reminder:

  1. Select the RFQ you want to schedule a reminder for.
  2. From the Summary tab, select the Setup Reminders option on the right of your page.
  3. On the modal, compose the message that you want to include for your reminder.
  4. Once you have your message composed, select a Reminder Type. There are two types of reminders that you can select:
    • One Time Reminder: These reminders are sent on your selected date, but not if the vendor replies beforehand.
    • Recurring Reminder: These reminders begin on your start date, follow your timing, and stop at your chosen end date or when the vendor replies.
  5. If you select a Recurring Reminder, you will be prompted to choose the Timing, which controls how often the reminder is sent.
  6. Once you have selected a timing, set the start date for when the reminders should begin (e.g., one week from now) and the end date for when they should stop. If the contact responds before the end date, the recurring reminders will automatically stop.
  7. Once you have your reminder configured, select Schedule to set your reminders.

Edit an Upcoming Reminder

Once scheduled, your reminder message will be automatically sent to each contact on the RFQ. Since each reminder is configured per contact, a contact who responds will stop receiving reminders immediately, while others will continue until they respond or the reminder's end date is reached.

To view the upcoming reminders for an RFQ, select the Setup Reminders option on the right of your RFQ Summary page.

To edit the reminder:

  1. View your upcoming reminder by selecting the Setup Reminders option.
  2. Select Edit on the modal to edit the reminder. You can edit a one-time reminder to a recurring reminder or edit the dates set for your reminder.
  3. Select Delete Reminder to stop any upcoming reminders from being sent.

Still got questions? Contact Us or Book a Demo to learn more about how Purchaser can fit into your workflow.