Customers may not sign off on proposals on time for various reasons—pending internal approvals, Integrator selection, or they may have forgotten. Whatever the reason, it can be frustrating when customers don't respond on time!

On Cloud, you can track proposal views, set a "valid-until" date, automate follow-up on proposal reviews, and extend the valid-until date.

To configure Proposal-Sharing settings, go to the "Share Proposal" view. You can see the following settings on the left.

To include the "Download" button seen on the proposal, set "Include download button" to ON in the Proposal download section.

By default, "Include download button" is set to OFF and proposals do not show the Download button.

The "Proposal Validity" setting lets you set the number of days after you share the proposal, beyond which the customer cannot view or accept the proposal. You can also set proposal validity as a date.

There are 3 places where you can set the proposal validity.

Go to "Settings > Proposal > Settings" and enter a value in days in the "Valid until days" text box.

By default, Cloud uses the valid-until value you set under Settings as the valid-until date for proposals.

Go to "Overview > Proposal Analytics" in the Quote Details view and change the date in the "Valid until date" tile.

Go to the "Share Proposal" view and change the date in the "Valid until" section in the left panel.

You can add up to two email reminders, days apart, before the valid-until date. Cloud sends reminder emails to every email recipient and the opportunity owner.

In the Reminder email section, click "Add reminder email" and specify how many days before the valid-until date you want to send reminder emails.

By default, the email text has the proposal expiration date, company name, company logo, and opportunity owner name. Click the Pencil icon to customize the reminder email.

Customers will see the valid-until date in two places.

#1 Under the "View Proposal" button in the proposal email.

#2 On a banner at the top when they open the proposal.

After the valid-until date, customers can no longer view the proposal. Cloud displays a message stating that the proposal has expired and that they should contact the opportunity owner for an extension.

If your customer requests an extension to review the proposal, you can change the valid-until date. The reminder email dates automatically update based on the new date. You can also manually change the reminder email dates.

To grant an extension, change the valid-until date.

Customers see the revised date on the banner when they see the proposal.

Throughout the Proposal Acceptance workflow, you can use the Proposal Analytics feature to track how customers view your proposals. You can also see if someone can't view the proposal even after they click the proposal link in the email.

Learn more about Proposal Analytics.