In this article we will discuss how to set up automated follow ups for your proposals.

1. Get the proposal ready to send.

2. Select the email of your customer.

3. Click here to turn on automated follow-ups.

4. Click here to preview the follow-up email template.

5. Click "Add Another Reminder", if desired.

6. Click this field to edit when the follow-up reminder is sent.

7. Click here to send the proposal.

8. Click here to manually stop sending reminders.

9. Click "SETUP"

10. Click "My Company"

11. Click here.

12. Set your follow-up schedule as desired.

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