In this article:
Before you begin
Make sure:
Web Proposals are enabled for your account.
Verified SMS is setup.
The contact on the estimate has an opted-in mobile phone number.
Your account has access to the feature.
⚠️ If SMS is not set up yet, go to Settings > Client Communications > SMS Notifications > Set Up
Setup Proposal Templates
Navigate to Settings > Client Communication > Templates & Automations
Click Proposal Reminders
Choose the default send channel: Email, Text, or Email + Text
Edit the Proposal Send template
Proposal Reminder Text template
Add variables with + Insert Variables and Preview your messages as needed
Save your changes
Additional Notes
Text messages have a 250-character limit.
LMN automatically adds the proposal link when the message is sent.
Email remains the default channel until you change it.
Send a Proposal via Text Message
Open a web proposal
Click the Preview & Send button in the top right
Click the dropdown next to the Send Estimate button (top right) and select Text, Email + Text, or Email
Review the message
Click Send & Publish
💡The proposal link is added automatically to the text message.
Send Proposal Reminders via Text Message | Notes
Manual and automated reminders use the same channel as the original proposal.
For example, if you originally sent the proposal by text, future reminders will also be sent by text.
Reminders do not switch to the current default channel.
If a text cannot be delivered, LMN sends the reminder by email instead.
Reminders stop when the customer accepts, declines, or requests changes to the proposal.
If you don’t see the Text Option | Troubleshooting
Check the following:
The feature is enabled for your account.
Verified SMS is set up.
Web Proposals are enabled for the estimate.
The contact has an opted-in mobile phone number.
If the contact does not have an eligible phone number, Text and Email + Text are disabled and you’ll see No SMS Phone Number Available.
Email remains available.
Important Information
Texting is available for web proposals only. Classic print and legacy proposals remain email-only.
You cannot enter a one-time phone number while sending a proposal. The number must already be saved and opted in on the contact.
Proposal texting is not currently available for Crew or mobile estimate sends.
This feature does not include invoice-by-text or two-way replies to proposal texts.
There is no additional SMS charge for this feature.
Frequently Asked Questions
Can I text a print or legacy proposal?
No. Texting is available for web proposals only. Print Reports remains email-only.
Can I add a phone number from the Send page?
No. Add and opt in the mobile number on the contact before sending the proposal.
Do reminders go by text too?
Yes. If the proposal was originally sent by Text or Email + Text, automated reminders use that same method.
Can customers reply to the proposal text?
No. Two-way replies are not included in this release.
Does this work with invoices?
No. Invoice-by-text is not included in this release.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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