A Polite Nudge, Sent for You
Clients get busy and proposals get buried. Automatic reminders send a short, friendly email with a link back to the proposal, so you don't have to remember to chase every one yourself. Reminders are off until you turn them on.
How to Turn Reminders On
1
Open the Reminder Settings
- Open Management → Business Settings
- Go to the Pricing & Tax step
- Scroll to Proposal Lifecycle Settings
2
Switch Reminders On and Choose When They're Sent
- Tick Send automatic reminders to clients
- Choose which reminders to send: 3 days after sending, 7 days after sending, 3 days before expiry and 1 day before expiry
- Click Save Progress
If none are ticked when you switch reminders on, the three recommended ones (3 days after sending, 3 days and 1 day before expiry) are ticked for you.
3
What Your Client Receives
- A short email saying the proposal is still awaiting their response, with the expiry date if there is one
- A View the proposal button that opens the same proposal you sent them
- It comes from QuickEstimate with your company name, and replies go to your company email
How Reminders Behave
- Only proposals you sent by email get reminders, to the address you sent them to
- Reminders stop once a proposal is Accepted, Rejected, Cancelled, Expired or Archived
- At most one reminder every 2 days per proposal, and each reminder is sent only once
- Turning reminders on doesn't send a burst of old reminders. Only reminders due in the last couple of days go out
- Reminders are sent once a day
Frequently Asked Questions
Can I change the wording of the reminder email?
Not at the moment. The wording is short and neutral, and every reminder includes a link to the proposal.
Can I turn reminders off for one proposal?
Not individually yet. Reminders stop automatically when a proposal is accepted, rejected, cancelled, expired or archived. To stop all reminders, untick Send automatic reminders to clients.
Do reminders go out for proposals I shared with Copy Link?
No. QuickEstimate only knows who to remind when the proposal was sent by email from the app.
Keep Track of Every Proposal
See which proposals have been viewed and which still need a response.