Send reminder emails and SMS for expiring proposals

You get proposal and site-visit records without reminders, causing no-shows and delayed acceptances. Clients confirm or attend on time when email and SMS reminders are sent ahead of the scheduled date.

Overview

When proposal deadlines and site visits approach, manual outreach creates last-minute scrambles and missed client responses. This flow sends email and SMS reminders automatically from your project records so project managers get confirmations and reduce no-shows ahead of scheduled dates.