Sending Proposal Reminders to Clients in Britixo.

📘 Introduction:

If a client hasn’t responded to a proposal, you can send a polite reminder directly from Britixo. These reminders help prompt the client to review, accept, or respond, keeping your sales process active and reducing lost opportunities.

✉️ Step-by-Step: Send a Proposal Reminder

📄 1. Access the Proposal

• Go to Sales > Proposals
  
  

• Use the filters to locate a proposal with status Sent or Viewed
  
  

• Click the View icon to open the proposal
  
  

🔔 2. Click “Send Reminder”

At the top right of the proposal view:

• Click the More icon (three vertical dots)
  
  

• Select Send Reminder
  
  

This opens a pre-filled email window.

✍️ 3. Review and Customise the Message

You’ll see:

• The client's name and email
  
  

• A subject line like: “Reminder: Please review your proposal”
  
  

• A short body message and link to the proposal
  
  

You can edit this content as needed.
Use merge fields such as:

• {proposal_number}
  
  

• {client_name}
  
  

• {proposal_link}
  
  

📧 4. Send the Reminder

Click Send Email.
Britixo logs the reminder in the proposal activity feed, including the date and recipient.

🔁 Resending More Than Once

You can send multiple reminders if needed:

• Follow the same steps again
  
  

• Each reminder is logged separately
  
  

❗ Avoid spamming—space reminders reasonably to keep communication professional.

🧠 Activity Tracking

In the proposal view, scroll down to the Activity Log to see:

• When the reminder was sent
  
  

• Whether the client viewed the proposal afterward
  
  

✅ Tips:

• Send your first reminder 2–3 days after the original proposal
  
  

• Personalise each message for better engagement
  
  

• Use filters to quickly find proposals that are Sent but not Accepted