Whilst some of your clients may sign proposals you send them straight away, there are likely others that sometimes need a bit more prompting!
To save you some time following up with clients who have proposals that are waiting to be accepted, Ignition can automatically send reminder emails.
How do I enable proposal reminders?
Visit General Settings to enable to proposal reminders.
In the Proposal Reminders section, you can choose how many days to wait between reminders and how many reminder emails to send in total.
Once you're happy with the settings, click Save Settings in the top right to save them.
How are proposals that I've already sent to clients affected?
When you enable proposal reminders, you may have existing proposals that you've sent to clients and that are waiting to be accepted.
Reminders will be sent for those proposals, but only after the number of days you've chosen has passed.
In other words, reminders won't be sent immediately for outstanding proposals. We'll wait the number of days you specified before the first reminder is sent.
And of course, should the client accept the proposal before then, no reminders at all will be sent.
What's in the reminder email that the client receives?
The content of the reminder email is the same as email that clients receive when they're sent a new proposal. If enabled on the proposal, the expiry date will be included in the reminder emails.
However, the subject line is updated. For example:
Reminder: ACME Advisors has sent you a proposal for Bob's Bakery
The content of this email can be changed by editing your email templates under the "New proposal email" section in your email library.
Please note: If you have multiple email templates, your client will be sent the one that was selected when the proposal was created.
How can I see what's been sent to my client?
Click into the proposal and scroll down to the Activity section to see each reminder that's been sent to the client.
How do I stop reminders from being sent?
For any proposal that you don't expect to be signed, we recommend moving it to the Lost state. To mark a proposal as lost, select the proposal → select More actions → Mark as lost.
This helps keep your list of awaiting acceptance proposals up to date, and will stop any further reminders being sent.
What if I'd like to send additional reminders to my client?
You can click the Resend button to re-start the automated reminder email sequence.
If the proposal is revoked and then re-sent to the client, will the proposal emails restart?
Yes, the proposal reminder emails will restart and will be logged in the Activity of the proposal.
Note: We check for proposals that are eligible for 'reminders' once a day at 5.00 UTC time.