Send 15-day proposal reminders to signers and SMS

Your proposal documents sit unsigned beyond 15 days, leaving follow-ups inconsistent and deals delayed. Reminders and SMS re-engage recipients and surface hot prospects same day.

Overview

Left unsigned proposals cost momentum and make follow-ups ad hoc. This flow runs a daily 15-day check to send personalized emails and SMS nudges so your producers see re-engaged prospects and can act the same day. It keeps small teams focused on conversations that matter before opportunities cool off.