How Quote Follow-Up Scheduling Works

Source: invoice.rb:1097-1111, invoices_controller.rb:2812-2813

• Quote follow-up date = quote_first_sent_on + days_before_quote_follow_up (configurable per company)
• If the company has not configured days_before_quote_follow_up, the global CONFIG default is used
• Only applies to quotes that have follow-up flags enabled (send_follow_ups_email or send_follow_ups_sms)
• The quote_first_sent_on timestamp is set once -- the first time either follow-up flag is toggled on -- and does not reset
• If follow-up flags are toggled off and back on, the original timestamp is preserved and the timer continues from the first send

Support scenarios

• "How is the quote follow-up date calculated?" -> it is the date the quote was first sent plus the configured follow-up days
• "The follow-up came earlier/later than expected" -> check the company's days_before_quote_follow_up setting; if not set, the system default is used
• "I turned off follow-ups and turned them back on, but the date didn't reset" -> the timer starts from the first activation and does not reset