The single largest lever on completion rate
Documents with automatic reminders complete far more often than those without, and most completions after a reminder happen within an hour of it arriving. It is also the setting most frequently left switched off.
People are rarely refusing. They opened the document, got interrupted, and it fell down the inbox. A reminder is not pressure — it is a resurface.
The discipline is in restraint. A recipient who mutes you is worse for the sender than one who gets a single well-timed nudge, so the limits below are enforced regardless of what a sender configures.
Step by step
- 1
Set the cadence on the template
Configure once and every send inherits it. A reasonable default is a first reminder after three days, then every four, expiring after thirty — but the right cadence depends on the document.
- 2
Timing adapts per recipient
Each recipient's reminders are timed from their own send date, not the batch date. In a sequential workflow, reminders only start once the document actually reaches that person.
- 3
Limits are enforced on our side
At most one push per document per day regardless of sender settings, nothing between 9pm and 8am in the recipient timezone, one-tap snooze for a week, and per-sender muting.
- 4
Expiry converts an open task into a scheduled one
Documents with a stated expiry complete faster than open-ended ones. Thirty days suits most commercial agreements; seven suits time-sensitive offers. Three days on something needing legal review just guarantees an awkward re-send.
What it supports
Where this matters most
Sales
Automatic nudges keep deals moving so reps can focus on the next opportunity rather than chasing signatures.
See sales →Education
See which families still need to respond before a deadline and send one-tap reminders to just those.
See education →HR & hiring
A gentler cadence than commercial contracts — this is someone's first experience of your organisation, so three automated nudges in a week reads badly.
See hr & hiring →Availability & limits
Pro and upAutomatic reminders and expiry on Pro and Business. Free plan sends a single initial notification.
- Free plan has no automatic reminders — you nudge manually
- Frequency caps and quiet hours cannot be overridden by senders
- Reminders cannot rescue a document with a delivery problem — check bounces first