Help guide

How to follow up on a sent proposal in DealPilot

Set automatic follow-ups so a quiet client does not mean a dead deal.

November 9, 2026 · 5 min read

  1. Step 1

    Decide your cadence

    A common pattern is day 2, day 5, and day 10 after sending.

  2. Step 2

    Turn on proposal follow-ups

    DealPilot runs a daily job that sends reminders for proposals still waiting for an answer.

  3. Step 3

    Edit the wording

    Keep each reminder short and give a reason to reply: a question, a deadline, or new information.

  4. Step 4

    Stop when they answer

    Mark the proposal accepted or declined so reminders stop.

  5. Step 5

    Make the last message easy to say no to

    A clear no frees you to move on. Ask for it kindly.

More guides

How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow to edit the Why Us sectionHow to set up your brand kitHow to create a contract from a proposalHow to add a payment link to a proposalHow to see when a client opens your proposalHow to use the client portalHow to send an invoice from a proposal or time entriesFreelance business blog
FAQ

Quick answers

Write the messages so they read fine either way, and sign them as yourself.

See the blog post on how to follow up on a proposal for timing and templates.

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