Notifications and Reminders

Gilded keeps you informed when things happen with your documents and payments. You get notified when a client views a proposal, signs a contract, or makes a payment — so you can respond quickly without constantly checking the app.

What Triggers a Notification

You receive notifications for six event types:

• Proposal viewed — a client opened your proposal or contract link
• Client approved — a client clicked "Let's Work Together!" on a proposal
• Agreement signed — a client (or all parties) completed signing a contract
• Payment received — a client made a deposit or balance payment
• Payment overdue — a deposit or balance payment is past its due date
• Intake form submitted — a client filled in their event details

Each notification tells you which client and event it relates to, so you have context immediately.

Managing Your Preferences

Go to Settings → Preferences and you'll see a row for each event type with an Email switch. Toggle each one on or off independently — Gilded will send (or skip) the email next time that event fires.

Changes take effect immediately. If you turn an event off, you stop getting emails for it, but the activity still logs in the event timeline — you can always check there.

Automated Reminders

Gilded can automatically follow up with clients on your behalf. If a client has not viewed or signed a document after a set period, Gilded sends them a gentle reminder email automatically.

You do not need to manually track who has gone quiet. The reminders handle the nudging so you can focus on your actual work.

Reminders stop once a document is signed. Viewing or approving does not stop them, so an approved proposal keeps nudging through the rest of its schedule: three reminders, at 3, 7 and 14 days after it was sent. Resending starts that schedule over rather than ending it, so resend only when you actually want another round.

The same Automation card also has a "Send payment requests automatically" toggle. With it on, Gilded requests the deposit as soon as a contract is signed and each installment ahead of its due date — so you don't have to remember to send them. See Requesting Payments for the details.

What Clients Receive

Your clients receive emails at key points too:

• When you send them a document (proposal, contract, or combined)
• When a payment is requested
• When a reminder is triggered

These emails come branded with your business name and include a direct link to take action. Clients never need to create an account or log in.

Tips

• Leave payment-overdue on. That's the moment where fast follow-up makes the biggest difference.