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Jawad Zafar Estimates settings

Automatic follow-up emails

Clients are busy. A polite reminder wins jobs that would otherwise go quiet. Each reminder is sent once per proposal version, only while the proposal is waiting for a signature. You can switch reminders off for a single proposal in its editor.

Reminders

Send automatic reminders to clients

Not opened

Send a reminder if the proposal hasn't been opened days after sending.

Subject

Message Hello {client}, Just checking that you received our proposal "{title}" for {total}. You can review it, choose options and sign online here: {link} If you have any questions, simply reply to this email. Thank you, {company}

Expiring soon

Send a reminder days before an unsigned proposal expires.

Subject

Message Hello {client}, A quick reminder that our proposal "{title}" for {total} is valid until {valid_until}. To go ahead, review and sign it online here: {link} If you need any changes, you can request them on the same page or reply to this email. Thank you, {company}

Placeholders: {client} {company} {number} {title} {total} {link} {valid_until}. The {link} line becomes a "Review and sign" button.

PDF copies

Email attachment

Attach a PDF of the proposal to the proposal email and to the signed copy sent after signing

Clients and their accountants can file it. Reminder emails don't include the PDF, to keep them light. Clients can also download the PDF from the proposal page, and you can from the editor.