BoloSign Feature

Automated Reminders: Never chase a signature again - automated follow-up reminders

BoloSign automatically sends reminder emails to recipients who have not signed their documents. Configure reminder frequency (every 1, 3, 5, or 7 days) and let the system handle follow-up. Reduces unsigned document rates by up to 40% without any manual effort from your team.

Automated Reminders: Never chase a signature again - automated follow-up reminders | BoloSign

What Is Automated Reminders?

BoloSign automatically sends reminder emails to recipients who have not signed their documents. Configure reminder frequency (every 1, 3, 5, or 7 days) and let the system handle follow-up. Reduces unsigned document rates by up to 40% without any manual effort from your team.

How Does Automated Reminders Work?

When you send a document for signing, BoloSign tracks whether the recipient has opened and signed it. If the document remains unsigned after your configured reminder interval, BoloSign automatically sends a polite reminder email. Reminders continue until the document is signed, expired, or you manually cancel. You can also send manual one-click reminders from the dashboard at any time.

How Does Automated Reminders Work?

How Teams Use Automated Reminders

Contract follow-up without manual email chains

Reducing unsigned rates for time-sensitive agreements

Automated nudges for employee policy acknowledgements

Following up on client proposals that are sitting unsigned

Insurance renewal reminders for unresponsive policyholders

Why BoloSign's Automated Reminders Is Different

Most platforms include basic reminders. BoloSign's advantage is configurable frequency plus Google Sheets integration for tracking reminder status.

Pro Tips

1

Start by identifying your highest-volume document type - that is where Automated Reminders will save the most time.

2

Combine Automated Reminders with reusable templates for maximum efficiency - build the template once, use Automated Reminders every time you send.

3

Connect Google Sheets integration alongside Automated Reminders to automatically track every document's status in real-time.

4

Test Automated Reminders during the 7-day free trial with real documents - not test files - so you see the actual time savings.

5

If your workflow has a unique requirement, contact BoloSign - custom features are built and shipped within 1 week.

Watch BoloSign in Action

See how easy it is to use Automated Reminders

Frequently Asked Questions

Everything you need to know about Automated Reminders

Related Features

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