Turn Silent Proposals into Signed Contracts
68% of proposals receive no response without follow-up. QuickEstimate's automated reminders increase response rates by 40% while maintaining professional relationships.
Set it once, and every proposal gets nurtured automatically—no manual chasing required.
Step-by-Step: Configuring Smart Reminders
Set up your follow-up system in 5 minutes. Reminders trigger based on client behaviour, not just time elapsed.
Enable Reminders Globally
Turn on automated follow-ups for all future proposals from your account settings.
- Go to Account Settings → Proposal Automation
- Toggle "Enable Automatic Reminders" to ON
- Choose reminder frequency: Light (2 emails), Standard (3), Aggressive (5)
- Select default send times (business hours only)
- Save as your global default
Global settings apply to all proposals unless overridden per-project.
Set Smart Triggers
Reminders aren't just time-based—they respond to client engagement patterns.
- Unopened (48hrs): "Quick check-in" email
- Opened but no action (3 days): "Questions?" nudge
- Viewed pricing section (5 days): "Ready to proceed?"
- Multiple visits, no signature (7 days): Final offer
- Pause reminders after client replies or accepts
Customise Reminder Messages
Personalise each reminder stage with your voice while keeping proven subject lines.
- Edit 5 default templates (48hr, 3-day, 7-day, etc.)
- Insert dynamic fields: [ClientName], [ProjectName], [TotalPrice]
- A/B test subject lines for open rates
- Add urgency: "Valid for 48 more hours", "2 spots remaining"
- Include one-click reply buttons
Templates include your branding and direct proposal links automatically.
Per-Proposal Overrides
Need different timing for VIP clients or urgent jobs? Override globally per proposal.
- Click proposal → Automation Settings
- Pause reminders for this proposal
- Adjust timing (send first reminder in 24hrs instead of 48hrs)
- Change frequency or message templates
- Disable for proposals already in discussion
Monitor & Optimise
Dashboard shows exactly which reminders work best for your clients.
- View reminder performance across all proposals
- See open rates, reply rates per template
- Track conversion from reminder → signature
- Pause underperforming sequences
- Export data for your CRM
Top-performing templates become your new defaults automatically.
Reminder Impact Stats
QuickEstimate users see dramatic improvements:
- 68% → 92% proposal response rate
- Average 7.2 days faster to signature
- 34% increase in proposal acceptance
- 91% client satisfaction (no spam complaints)
- Zero manual follow-up required
Automation works because it catches clients at perfect moments.
Pro Tips for Maximum Response
These strategies boost your reminder effectiveness even further.
Send at 10AM Tuesday
Highest open rates. Avoid weekends and after 4PM.
Ask Questions
"Any questions about the scope?" gets 3x more replies than statements.
Add Urgency Smartly
"Valid 48 more hours" on day 7 converts 27% better than no deadline.
SMS + Email Combo
Enable SMS reminders for day 3. 82% open rate vs 47% email only.
Personalise Names
[ClientName] in subject line = 22% higher opens.
Respect "No Thanks"
One-click opt-out maintains trust for future opportunities.
Ready to Automate Follow-Ups?
Set up reminders now and watch response rates climb.