Send Automatic Follow-ups to your Client

With Client follow-ups, Proposales automatically emails your client a short reminder about a proposal they haven't answered, so fewer proposals expire unanswered.

Once this feature is enabled, go to your Settings page and open the Client Follow-Up section. From there, you can replace the built-in reminder texts with your own versions for each language and add variables that are filled in automatically.

If you haven’t added custom text for a language, the built-in version will be used instead, ensuring that clients always receive the reminder in the same language as the proposal.

You are able to insert different variables, like first name, company name or expiry date that will automatically be fetched from the respective proposal.

Your client gets at most four reminders. A countdown reminder is skipped if the client opened the proposal in the last 24 hours, and no reminder is sent less than 2 days after the previous email about the proposal. Skipped reminders are not sent later. Reminders go out during working hours in your hotel's timezone.

The schedule is fixed and can't be changed.

The send dialog shows Send automatic follow-ups, ticked by default. Untick it to follow up yourself.

You can also switch follow-ups off or back on later from the proposal.

Reminders are sent in your name, look like your original proposal email, and replies come straight to you.

Reminders stop when the proposal is accepted, declined, withdrawn, expired or archived, when the client writes in the proposal chat (if using the Buyer Portal), or when follow-ups are switched off.

Good to know: email replies don't stop reminders, since Proposales can't see them. If your client answers by email, switch follow-ups off on the proposal. New versions don't restart the schedule: reminders carry on where they were.