Quote Reminder Emails Magento 2

The quote reminder emails Magento 2 feature in Cart2Quote sends automatic follow-up emails to customers before a proposal reaches its expiry date. When you configure a reminder time, Cart2Quote calculates the reminder date automatically and sends the email without any manual action from your sales team. As a result, no proposal slips through without a follow-up and no potential order is lost to inaction.

Why Automated Quote Reminders Win More B2B Orders

B2B purchasing decisions rarely happen instantly. A customer who receives a proposal may intend to act on it but gets pulled into other priorities. Days pass, the proposal approaches expiry, and without a reminder the opportunity disappears entirely. Manual follow-up helps, but it relies on sales reps remembering to check outstanding proposals and send emails at the right time.

For example, consider a customer who receives a proposal for a 50-unit order and plans to present it to their manager the following week. Without a reminder, the proposal expires before they get around to it. With quote reminder emails, however, Cart2Quote sends an automatic nudge three days before expiry. The customer sees it, presents the proposal to their manager, and accepts in time. Consequently, you close an order that would otherwise have lapsed. In addition, the customer appreciates the professional follow-up without your sales team lifting a finger.

Benefits of Quote Reminder Emails in Magento 2

• Fully automated follow-up — no manual chasing required from your sales team
• Configurable reminder timing — set the number of days before expiry that triggers the reminder
• Reduces lapsed proposals — customers receive a nudge before the deadline passes
• Customisable email content — adjust the reminder message to match your store tone and branding
• Works alongside expiry date management — reminder and expiry dates work together automatically

Setting Up Quote Reminder Emails in Cart2Quote

You configure the reminder time in Advanced Options in the Cart2Quote admin settings. The Default Reminder Time field accepts a number of days. Cart2Quote then calculates the reminder date for every proposal automatically based on that setting.

Set the value to 0 to disable automatic reminders entirely. Therefore, you can turn the feature on or off without changing your email template configuration.

When to Use This Feature

This feature suits every B2B store that sends proposals with an expiry date. It is particularly valuable for stores with a high volume of outstanding proposals, where manual follow-up at the right moment would be impractical. In addition, it works well for businesses where purchasing decisions involve multiple internal approvals — giving customers a timely nudge to move the process forward before time runs out.

Combine this with Expiry Date Management to control proposal deadlines, and with Quote Email Notifications for a complete automated communication workflow.

Summary

Quote reminder emails in Magento 2 keep outstanding proposals alive without any manual effort from your sales team. Because Cart2Quote sends the reminder automatically at the right moment before expiry, customers receive a timely nudge and you recover orders that would otherwise lapse. Configure your reminder timing once and let Cart2Quote follow up on every proposal automatically.

Also read: Expiry Date Management in Magento 2