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How to set a follow-up date reminder

When creating a proposal, you can set a follow-up date to remind yourself to check in with the client if the proposal remains unsigned. GoProposal sends a reminder email one day before the follow-up date.

Written by Russell Henderson

Set the follow-up date

  1. When creating a proposal, go to the Complete Proposal section.

  2. Locate the Follow-Up Date field.

  3. Select the date you want to set for the follow-up.


Reminder email

  • You'll receive an email reminder one day before the follow-up date

  • The system only sends the email to the staff member who created the proposal


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