Create your
Message Templates
Keep Communication Personal
Create Custom Email and SMS Templates
Include Personalized placeholders
Create your
Workflow
Fully Automated Reminder Worflows
Unlimited Workflow Instructions
Unlimited Email and SMS Communications
Assign Your
Workflow
Assign to Customer or Quote
Choose which Customers to Remind
Set and Forget
As Easy as 1, 2, 3
The Rolls-Royce of Quote Reminders
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Create Multiple Email and SMS Instructions
Choose when to Start and End
Have Full Control Over Daily Sends
Take your communication to the next level by creating custom email and SMS templates for each of your instructions, ensuring a personalized and impactful delivery of information to your customers.
Create instructions to send before, on and after Due due date then combine them into a single Automated Workflow
Take control of your reminders by setting the number and timing of your daily emails/SMSs.
Workflow Wizard
Our guided wizard will walk you through setting up your instructions, making it a breeze.
Everything you need to Succeed
Create Custom Message Templates
Personalize your communications with Nagging Panda by creating custom email and SMS message templates for use in any of your workflows. With our message template placeholders, you can easily personalize information such as customer details, invoice and quote information, due dates, expiration dates, amounts, and more, making your messages highly relevant and impactful.
Create Incredibly detailed Workflows
Streamline your invoice and quote processes with fully automated email and SMS reminder workflows in Nagging Panda. Easily assign these workflows to your customers or directly to invoices, and let Nagging Panda handle the rest. As soon as an invoice or quote arrives from your accounting software, Nagging Panda automatically assigns the relevant workflow, eliminating the need for manual intervention.
Assign your Workflows on a Customer or Invoice Level
Automatically assigning tailored workflows to invoices and quotes based on the customer, or directly to individual documents. Alternatively, take advantage of Nagging Panda's Custom system defaults for all imported invoices and quotes, streamlining your overall workflow experience.
