- Software Solutions
- The Britixo Software
- Britixo CRM
- Practice Management
- PMS Modules
- Industry Specific PMS
- Accounting Practice Management
- Customer Management Practice
- Real Estate PMS
- SaaS For UK Accountants
- ERP Software
- Hosting Solutions
- SSH Shared Hosting
- Corporate VPS
- Cloud Hosting
- Dedicated Servers
- Links
- Get Started
- Login
- Help Centre & Resources
- Our Terms
- Contact Us
- Partnership
- Links Map
- Other Services
- Arrange On-site or online Meeting?
BRITIXO Core CRM Software
Industry Specific Software Solutions
Core Features
Built-In Modules
Resources & Help Centre
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
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
- ERP
- Help Centre
- Real Estate Management Guide
- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
- 👨💼 Team / Users & Permissions
- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
Useful Links:
Practice Management Software
Industry Specific Solutions
Client Relationship Management
Pre-activated Features
Pre-activated Modules
Additional Modules & Features
Accounting and Bookkeeping
Real Estate - Property Management Software
Enterprise Resource Planning
Support Desk
Resources & Helpful Articles.
Log in / Register
Terms of use
Terms & Conditions
Cloud Hosting Solutions
Digital Partnership
Strategic Partnership
Website Designing
Website Development
Custom Development
Website Maintenance
BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .
COPYRIGHTS PROTECTED © BRITIXO UK 2025
Chat with us
