Reminder two days before a proposal expires
A proposal expiry reminder automation covers the timing and emails that go out two days before a proposal due date.
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A proposal goes out, the due date sits there quietly, and then the offer expires without a final nudge. The Reminder two days before a proposal expires automation runs two days before the proposal due date and sends the emails that close that gap.
The automation checks in with a “Still waiting?” message, then emails whoever sent the proposal so nobody misses the moment, and then sends a reminder that the offer’s about to end. The workflow only works when proposals carry a due date and an email address, because those details drive the timing and the recipient.
- Trigger Starts 2 days before the proposal due date, so the reminder lands before the offer expires.
- Still waiting? Sends the first email message to prompt a response while there’s still time.
- Tell whoever sent it Emails the person who sent the proposal so they know it’s still pending.
- Remind them when the offer ends Sends the final email message that calls out the upcoming expiry.
Once the Reminder two days before a proposal expires automation is in your workspace, you connect it to proposals that have a due date set and let it run the three email steps automatically. Every step stays inside Plutio, so there’s no third-party account to set up.
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 3 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: 2 days before Proposal due date
- Still waiting?
- Tell whoever sent it (Still waiting? → Yes)
- Remind them when the offer ends
What happens when you install it
- This automation is copied into your workspace with all 3 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
Sales teams, freelancers, and studios that send proposals with due dates and need a reminder to go out before the offer expires.
Questions about this automation template
How does a proposal expiry reminder automation work?
A proposal expiry reminder automation triggers relative to the proposal due date and sends emails in a set order. This one runs two days before the due date and sends three email steps.
What do I need set up before the reminder can run?
The automation needs proposals with a due date set and an email address on the proposal. Those two fields control when the automation triggers and where the emails go.
When does the reminder email send?
The trigger fires two days before the proposal due date. The three email steps then run from that trigger.
Who gets notified when a proposal is still waiting?
The automation sends an email message, and it also emails whoever sent the proposal. That way the sender knows the proposal is still pending before the due date passes.
Do I need any third-party email or automation tools for this?
No third-party account is required for this template. Every step runs inside Plutio.
Why isn’t the automation triggering for some proposals?
A proposal without a due date won’t match the “two days before” trigger. A missing email address on the proposal can also block the email steps from sending.
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