Set your proposals to automatically expire.
Proposals that never get a definitive “Accept” or “Decline” action taken, will typically stay active and in your In-Progress area until you manually move them. It can be cumbersome to go back through all your old proposals move the stale ones to the “archived” folder. We’ve solved this chore by letting you set proposals to auto-expire after your chosen interval. These expired proposals automatically get filed away into your “archived” folder for quick access in the future and help keep your proposal history uncluttered.
Send out an auto “Nudge” message to stay in front of your prospect.
Your prospects are busy people and we know that your delivered proposal can sometimes slip through the cracks and you need to get it in front of them again so you can get them to make a decision either to accept or decline your offer. Now you can easily set a nudge message to automatically go out to your prospect when they haven’t taken any action on your proposal. Sit back and automate your follow up with our “Nudge” feature.
New Merge tags for “Proposal expiration date” and “Days until expiration”
Along with the expiration and nudge messages, we’ve introduced 2 new merge tags that can be used in your delivery message as well as in the follow-up “nudge” message.