Automatically send an email reminder to clients who haven’t yet signed their Proposals and Engagement Letters, helping you follow up without extra admin.
With this feature you can:
Turn the feature on or off for the practice
Set default settings for your practice
Override these settings, on a per proposal/document basis.
Send a one-off reminder at any time
⚠️ Read this before you turn reminders on for the first time.
Turning the practice setting on applies reminders to every document currently in a pending state, and the first ones go out on the next daily send.
That includes proposals imported from another system, however old. Reminders work from the date the proposal was created in Socket, so an import can put years of unsigned proposals into scope at once, and your clients receive them all in one morning.
There is no bulk way to switch reminders off by age, and sent emails can't be recalled. Reminders can only be turned off one proposal at a time.
If you have imported proposals, go through your pending list first and turn reminders off on the ones you don't want chased, or leave the practice setting off and switch reminders on per proposal instead.
Configuring your Default Practice Settings
Head to Practice Settings > Proposal Settings.
Toggle on 'Enable Proposal Reminders'
*Note* Turning this setting on within your practice settings will apply reminders to all documents that are currently in a 'pending' state.
Here you can select the default choices you want to use for both Proposals and Engagement Letters.
Proposals and Engagement Letters have their own schedules. Setting one does not set the other, so if your engagement letters show "Practice Default (none set)", the engagement letter schedule hasn't been configured yet even though your proposal one has.
You can choose up to a maximum of 20 days between reminders and up to 5 reminders.
Tailor the wording of the email, using the tags to personalise the content or keep the suggested wording. Save changes to continue.
Turning reminders off again
Toggling Enable Proposal Reminders back off in Proposal Settings stops all automatic reminders across the practice. You can then switch them on for individual proposals from the three dots menu on each one.
That is the quickest route if reminders have gone out more widely than you intended: turn the practice setting off first, then re-enable on the proposals you actually want chased.
Overriding Default Practice Settings
When creating your document, whether that is a Proposal or an Engagement Letter, you can opt to override your default settings, as they may not be applicable for this particular client.
Proposals
When you get to the customise page when creating a Proposal, you'll see a section titled 'Proposal Reminders'. Click the section to expand and see your practice setting defaults, here you can edit them and override your default settings for this Proposal only.
Engagement Letters
If you are sending an Engagement Letter, you'll also see this in the customise page, instead it's titled 'Document Reminders'.
Chose the settings you want to apply for this Engagement Letter only.
Sending a one-off reminder
A reminder can be sent at any time, without waiting for the next scheduled one and without changing your reminder schedule.
Open the proposal.
Select the three dots menu at the top right.
Select Send Reminder.
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The same menu holds Edit Reminders, which changes the automatic schedule for that proposal rather than sending anything now. This is also where you turn reminders off for a single proposal.
Send Reminder appears on proposals only. Where a proposal and an engagement letter were sent together, a reminder sent from the proposal covers both documents. An engagement letter sent on its own follows the automatic schedule only.
The Email Reminder
The email will be sent directly to the contact on the document, and will contain your logo in the same way that Proposal and Engagement Letters do.
If you have your DNS settings configured, the email will also go from your specified practice email address.
Scheduled reminders will be sent once daily at 8:30 UTC time.
What has been sent against a particular proposal is recorded in its Activity Timeline.
Using Reminders in Design Templates
You can combine Reminders with Design Templates too, enabling you to pick settings that can then be applied quickly to a new Proposal or Engagement Letter - see our Templates guide here.