One of the coolest time-saving features that comes standard with every RPC business account is automated reminder emails! Here's how they work:
Contract and proposal reminder emails
Automated reminder emails for contracts are sent based on the expiration date you enter on your contract or proposal:
Emails are sent 1-week prior to the expiration date, 3-days prior, and when it becomes past due.
Invoice reminder emails
Automated reminder emails for invoices are sent based on the installment due dates you enter on your invoice.
Just like with contracts and proposals, invoice reminder emails are sent 1-week prior to the due date, 3-days prior, and when it becomes past due.
What you need to know about reminder emails:
These time-saving emails are sent to both the sender of the proposal, contract, or invoice and the recipient.
As soon as a proposal is accepted, a contract is signed, or an invoice is paid, the emails will stop.
Reminder emails are sent for all proposals, contracts, and invoices.