Follow-ups and expiry
On this page
A proposal that sits unsigned gets a gentle follow-up queue, and an expiry date that keeps the offer fresh. Nothing is sent behind your back.
Follow-ups
Set your days in Settings > Proposals > Follow up if unsigned after (days). The default is 3, 7 and 14 days. You can have up to six, each between 1 and 90 days.
On each day, the proposal appears in the Follow-up queue, linked from the top of Sales > Proposals. Open it, read the draft, and press Send follow-up.
Follow-ups stop by themselves when the client signs, replies, or the proposal is marked lost or withdrawn.
Expiry
Set the default length in Settings > Proposals > Valid for (days), and change it on any proposal in its settings sheet. An expiry change applies at once, even on a sent proposal.
- Three days before the date, the client gets one reminder that the proposal is about to expire. It never goes out on the day you send.
- After the date, signing is refused. The client sees a short notice instead of the proposal, with a way to reach you.
Bring an expired proposal back
Open it, set a new expiry date, and send it again. The client's link works again from that moment.
Thank you. We are glad it helped.
Sorry it missed. Tell us what you were looking for and a person will answer.