GoProposal Ideas Portal

Automatic Reminders For Unsigned Proposals

For GoProposal to flag to you which proposals haven't been signed on a weekly or monthly basis.

  • Danielle Fisher
  • Feb 9 2022
  • Great Ideas Delivered
  • Attach files
  • Kat Sleight commented
    06 Feb 10:21

    A customisable automatic reminder email with Proposal attached, where our business can set the number of days after the reminder should be sent. Email to both the Prospect and person creating the proposal.

  • Tania Steenkamp commented
    April 08, 2022 03:43

    I would also like to be able to receive a reminder as the accountant because the clients don't always respond to reminder emails. I would also like to be able to filter in the dashboard so that I can call up clients who have not signed if possible. Thanks


  • Tessa Foy commented
    April 07, 2022 12:15

    Automatically chase via an template email we can tailor would be good.

  • Admin
    Danielle Fisher commented
    April 07, 2022 11:39

    Question. Do we want GP to automatically chase your prospects, or do you want the reminder yourself as the accountamnt?

  • Tessa Foy commented
    March 10, 2022 11:47

    These should be email reminders that are sent to the potential client with the proposal attached again.

  • Josh Finn commented
    March 09, 2022 21:39

    yes a drop down menu for automatic reminders so you can decide after how long does an automatic email get sent by GoPro

  • Toey Wagg commented
    February 15, 2022 18:16

    By email would work best for us - and if possible for us to set that at a practice level (ie to have the option for a reminder to go to the named client manager as per the proposal, and also to the admin for example)

  • Admin
    Danielle Fisher commented
    February 15, 2022 16:28

    How would you prefer these reminders?

    E-mails?

    On the dashboard of proposals?