How to Setup and Manage Proposal Reminders

Proposal reminders help you automate follow-ups on proposals that have been sent to customers but remain unaccepted. Instead of manually following up, Inspect Point’s reminder feature can send automatic follow-up emails at intervals you choose.

How Proposal Reminders Work

When a proposal is emailed to a customer, its status updates to Out for Quote. Once the customer views the proposal, the status changes to Viewed.

Proposal reminders target proposals in either of these two statuses:

• Out for Quote
• Viewed

When enabled, Inspect Point will automatically send follow-up reminder emails to customers with proposals that qualify, based on your chosen settings.

🔧 You can adjust global reminder settings on the Proposal Reminders page under Settings.
📝 You can also override these settings on individual proposals.

Reminders are sent at 11:00 AM ET on the selected interval

👉 Related Article: Proposal Status Overview  

How to Enable and Configure Proposal Reminders

Enabling Reminders: 

1. Go to Settings > Proposals > Proposal Reminders
2. Toggle Enable Proposal Reminders ON  

3. Click Update to save the changes 

   This will turn on reminders for all proposals that meet your criteria. You’ll see a count of how many proposals currently qualify. 

Reminder Configurations:  

• Onced enabled, set the reminder frequency to define how often reminder emails should be sent.
  • Reminders are sent at 11:00 AM ET on the selected interval
• Set the maximum number of reminders to be sent.
• To prevent reminders from going out on outdated proposals, set a cutoff based on proposal age.
• You can fully edit the content of reminder emails sent to your customers.
  • Use the text editor on the Proposal Reminders page to personalize the message
  • Changes made here will apply to all automated proposal reminders.

Be sure to click Update to save. 

How to Override Reminders on a Specific Proposal

Reminders can be disabled on an individual proposal. This can be done when creating a new proposal, or editing an existing one. To override global settings for an individual proposal:

1. Create a new proposal, or click Edit
2. Check Disable Reminders to turn them off entirely
3. Or, enter a custom resend interval and maximum number of reminders to override the defaults

This is useful if a specific proposal requires more or less follow-up than usual.

View Proposal Reminder History

You can track all reminder activity from the Communication History table on each proposal. To view this information: 

1. Click on the proposal number to open the proposal details 

   

2. Review the Communication History table