When to send a nudge

Nudges are available for open quotes that are still waiting on a response. They use the quote follow-up email template and include the secure proposal link so the customer can review the quote online.

Sending the follow-up

1. Open the quote detail page.
2. Check the quote status and customer email.
3. Choose the nudge client action.
4. Confirm that you want to send the follow-up email.
5. Review the follow-up panel after sending.

Reading follow-up activity

The follow-up panel shows the last nudge date, total nudges sent, current follow-up status, next automatic follow-up time and sent count against the configured maximum. This helps you see whether a quote still needs manual attention.

Practical follow-up checks

• Check the customer email before sending another nudge.
• Review recent customer contact notes outside Fencify where relevant.
• Pause or adjust the follow-up schedule if the customer has already responded by phone.