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← What's new
2026-09-27

A heads-up when a proposal expires or an invoice is late

BidCraft now tells you the morning after a proposal link expires or an invoice goes overdue, and can email your client a reminder if you want it to.

A heads-up when a proposal expires or an invoice is late

Proposals now expire and invoices now have due dates. The next step is noticing when one of those dates goes by — so you don't have to.

What changes

Every morning BidCraft checks your sent proposals and invoices.

  • A proposal link expired without a signature? You get a notification, and My Day gets a follow-up: Proposal expired — extend it or send a new one.
  • An invoice went past its due date? Same thing: a notification and an Invoice overdue follow-up.

You hear about each date once. Nothing to set up; it's on for everyone.

Want your client reminded too?

That's up to you, and it's off until you turn it on. In Catalog → Proposal Settings:

  • In the Expiration & reminders card, tick Email my client a reminder 3 days before it expires.
  • In the Invoices & receipts card, under Invoice due date, tick Email my client when an invoice is overdue. Your client gets a friendly reminder the day after the due date and one more a week later, then it stops.

Both come from your business name, and replies come to you. They never go out for a signed proposal or a paid invoice.

Too many buzzes?

Go to Office → My Profile → Notifications and switch off Expired proposals & overdue invoices. The follow-ups on My Day stay.

More detail: Proposal expiration dates and Invoice due dates.