Runs immediately or at 8am studio time on the day specified in the Executes box.
You can set an expiration date on your Quotes. This allows you to also set up an automation observing Quote › Expiration date, to send a quick reminder that a quote is expiring soon!
NOTE: Quotes will expire at the end of date selected in the Quote Expiration Date box (at 11:59pm in your studio time zone).
This example is executing 3 days before the quote expires, to send a reminder email out to the recipient of the quote, letting them know their quote expires soon.
You'll notice in the Action of the automation the To field is set as Determined by observed item. As the automation is observing a specific quote that's expiring, the email will automatically populate the To as the recipient of that quote.
If you'd like to install this automation in your own account, you'll find it in the Template Gallery here: