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 "I'd Like to Move Forward" 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.

If you'd like text-message versions of these notifications instead of (or alongside) email, see SMS Notifications for how that works.

Automated Reminders (Pro)

Pro plans include automated reminders that 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.

Automated reminders are only sent for documents that are still awaiting action — if the client has already viewed, approved, or signed, no reminder goes out.

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 (Pro)

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.
• Check the event timeline. Even if you have notifications turned off for certain events, the activity timeline on the event detail page always has the full history.
• Let reminders do the work. If you are on Pro, trust the automated reminders instead of sending manual follow-ups. They are timed and worded to feel natural, not pushy.