Event Temple

You can configure automatic reminder emails for proposals directly within your organization settings.

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Toggle on Proposal Reminders to begin sending automated reminder emails to proposal contacts.

1. Navigate to Settings
2. Select Organization
3. Open General Settings
4. Scroll to Customer Notifications
5. Click the Edit pencil icon
6. Toggle on Proposal Reminders to begin sending automated reminder emails to proposal contacts.

- Unaccepted proposals
- Upcoming proposal due dates

You can configure up to 3 reminder emails per proposal.

Choose from the following reminder schedules:

- 1 day after sent
- 2 days after sent
- 7 days after sent
- 2 days before due
- 7 days before due

Once enabled, reminders will automatically send to the proposal contact based on your selected timing preferences.

Configure automatic reminder emails for proposal contacts before or after a proposal due date. Set up to 3 reminders using customizable timing options.

Setting Up Proposal Reminder Emails

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Setting Up Proposal Reminder Emails

How to Enable Proposal Reminders

Available Reminder Timing Options