How to set auto-reminders for proposals [Advanced and Enterprise plans]

Once a proposal has been finalized and sent out for signature, you will be able to set up an automatic reminder for your client from the Advanced settings section.

1. Check Set auto-reminder to display additional settings.
2. Set the cadence in days for the reminder to be sent.

Once you send the proposal, your customer will receive the automatic reminder (see default sample below) with the frequency you selected until they reply back.

Interested in this feature?

If you have questions about this feature or would like to upgrade your account, please email [e-mail].