Last chance email when a proposal expires
A last chance email when a proposal expires automation covers the overdue trigger, the reminder message, a 5-day wait, and the choice to close or re-quote.
Share template
A proposal goes out, the deadline passes, and then the next step gets awkward: nudge the client, tell the sender, and decide what to do if nothing comes back. The last chance email when a proposal expires automation handles that follow-up when a proposal is overdue, so the same steps run every time instead of getting rebuilt in someone’s inbox.
The automation runs in five steps: it alerts the person who sent the proposal, sends a “last call” message, waits five days, checks whether the proposal is still unanswered, then routes you to a close-or-re-quote decision. The only detail that has to exist on the proposal is an email address, because that’s what the reminder goes to.
- When Proposal is overdue Starts the sequence the moment the proposal passes its due date.
- Tell whoever sent it Notifies the sender so the follow-up doesn’t disappear into silence.
- Last call Sends the final reminder email to the address on the proposal.
- Wait 5 days Pauses the automation for five days before checking again.
- Close it or re-quote Prompts the final decision if the proposal still hasn’t been answered.
Once the automation is in place, the trigger watches for overdue proposals and runs the sequence inside Plutio, with no third-party account needed.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 5 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Proposal is overdue
- Tell whoever sent it
- Last call
- Wait 5 days
- Still unanswered?
- Close it or re-quote (Still unanswered? → Yes)
What happens when you install it
- This automation is copied into your workspace with all 5 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Teams sending proposals in client services, like studios, consultants, and agencies, when an overdue proposal needs one last follow-up and a clear next step.
Questions about this automation template
What happens when a proposal is overdue?
The automation triggers when the proposal passes its due date and then runs a short follow-up sequence. The steps cover notifying the sender, sending a last-call email, waiting five days, and then checking if the proposal is still unanswered.
How many steps are in this overdue proposal follow-up?
The automation has five steps. The flow includes a notification, an email, a five-day wait, a check for an unanswered proposal, and a close-or-re-quote decision.
Does the last-call email need anything special to send?
The proposal needs an email address, because that’s where the reminder message goes. Without an email address on the proposal, the automation can’t send the last-call message.
How long does it wait before checking again?
The automation waits five days after the last-call email step. After the wait, it checks whether the proposal is still unanswered.
Do I need a third-party email tool to run this automation?
No third-party account is required. Every step in this automation runs inside Plutio.
What does the automation do if the proposal is still unanswered?
After the wait, the automation checks whether the proposal is still unanswered and then prompts a decision. The final step is to close it or re-quote.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
