Proposal Reminders are designed to automate the process of sending reminders to clients regarding their proposals. This documentation outlines how reminders can be set and the various configurations available to suit different needs
Configuration Options
Once a proposal is published, you can share the proposal with the client via an email or a link. Reminders can be configured to both or either of these approaches
To make the reminder system adaptable to different usage scenarios, several configuration options are available:
Limit on Number of Reminders: You can set a cap on the total number of reminders a client can receive for a particular proposal. This helps in avoiding the risk of spamming the client and ensures that reminders are sent until a certain number of reminders have been reached
Start Time for Sending Reminders: You have the ability to determine the delay in days before the first reminder is sent after the proposal has been published. For instance, if a user sets this to '3', the first reminder will be dispatched three days following the publishing of the proposal. This allows the recipient some time to respond to the proposal before receiving reminders
Frequency of Reminders: You can set how often to send reminders about the proposal. The frequency can be configured to suit the urgency of the proposal
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Proposal reminders will be sent until one of the following is met: proposal is signed or configuration indicates no more reminders are to be sent