Reminders when a contract is sent and still unsigned
A contract reminder automation checks for an unsigned contract after 3, 7, and 14 days, and sends the matching follow-up email each time.
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A contract goes out, then a few days pass, and the signature still hasn’t landed. This contract reminder automation watches for any contract that’s sitting in pending and handles the follow-ups on a schedule, so the reminder doesn’t get forgotten or sent at the wrong time.
The automation starts when a contract becomes pending, asks whether the contract is part of a proposal, then waits 3 days and checks again. If the contract is still unsigned, the automation sends “Remind: Three days out”, then repeats the same pattern at the one-week mark and again two weeks out, only sending each message if the signature still isn’t there.
- Trigger Starts when a contract is pending, so the follow-up schedule begins from the moment the link is sent.
- Branch check Asks whether the contract is part of a proposal before the first wait step.
- 3-day reminder Waits 3 days, checks “Still unsigned?”, then sends “Remind: Three days out” if the contract hasn’t been signed.
- 1-week reminder Waits 4 more days, checks again, then sends “Remind: A week out” only if the contract is still pending.
- 2-week reminder Waits 7 more days, checks again, then sends “Remind: Two weeks out” if there’s still no signature.
Once the automation is in your workspace, the only setup the template needs is an email address on the contract. Every step runs inside Plutio, so the reminders send without any third-party account connected.
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 10 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 Contract is pending
- Part of a proposal?
- Wait 3 days (Part of a proposal? → No)
- Still unsigned?
- Remind: Three days out (Still unsigned? → Yes)
- Wait 4 days
- Still unsigned?
- Remind: A week out (Still unsigned? → Yes)
- Wait 7 days
- Still unsigned?
- Remind: Two weeks out (Still unsigned? → Yes)
What happens when you install it
- This automation is copied into your workspace with all 10 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
Freelancers, agencies, and consultants who send contracts for client approval and need consistent follow-ups when a signature is late.
Questions about this automation template
How long does this follow-up schedule run for?
The schedule checks at 3 days, 7 days, and 14 days after the contract becomes pending. After the two-week check and reminder, the automation has no further steps.
Will it keep emailing after the contract is signed?
No. Each reminder includes a “Still unsigned?” check, so the email only sends if the contract remains pending at that point.
What triggers the reminders to start?
The trigger is “When Contract is pending”. That means the follow-up waits and checks begin as soon as the contract enters the pending state.
Does the contract need anything filled in first?
Yes, the contract needs an email address on it so the reminder emails can send. Without an email address, the automation can’t deliver the messages.
Does it work if the contract is part of a proposal?
The automation includes a “Part of a proposal?” step at the start. The template uses that answer before continuing into the wait and reminder sequence.
Do I need to connect another email service or integration?
No. Every step in the automation runs inside Plutio, and the template doesn’t require any third-party account.
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