SMS is a paid add-on
Contact [email protected] for details on enabling this feature for your account.
Once SMS is enabled, you can:
Send proposals review links by text
Use SMS as a delivery channel in proposal templates
All messages are sent from a shared phone number provisioned to your account.
If you would like a custom phone number please contact us for pricing.
Every message includes a compliant opt-out footer so recipients can unsubscribe by replying STOP.
SMS Messaging Limits
Your account begins with a default monthly limit of 250 SMS messages and additional messages may be purchased for $5 per 200 messages
You will be notified when you are approaching your messaging cap.
To add additional messages go to Settings > Integrations > SMS > Upgrade SMS Plan
✅ Initial Steps to Set Up SMS
Set compliance URLs
Two compliance fields must be configured to use SMS:
Terms of Service URL — Publicly accessible link to your terms
Privacy Policy URL — Publicly accessible link to your privacy policy
These are required for 10DLC compliance (US carrier business messaging regulations).
To set your Terms of Service and Privacy Policy URLs navigate to Settings > Company
The SMS integration cannot be enabled until both URLs are configured.
Enable SMS by default on your proposal templates (optional)
You can enable SMS by default on a template and define a default SMS message at the proposal template level. Navigate to your Proposal Template settings and locate the SMS message field at the bottom
The default template is:
{{customer.primary_contact.first_name}}, view your proposal from {{company.name}} here: {{review_url}}
If you do not enable it by default on the template, SMS is still available it will just have to be toggled on when sending the proposal. See screenshot below.
Available Variables for the Default SMS Message
{{customer.primary_contact.first_name}} — Customer’s first name
{{customer.primary_contact.last_name}} — Customer’s last name
{{customer.account_name}} — Customer’s account/company name
{{company.name}} — Your company name
{{company.email}} — Your company email
{{company.phone}} — Your company phone number
{{review_url}} — Shortened link to the proposal
{{current_date}} — Today’s date
The {{review_url}} is automatically shortened and trackable.
SMS Message Length Limits
Standard SMS segment: 160 characters
Editor limit: 300 characters
A compliance footer is appended automatically (approximately 55 characters), so effective usable content length is around 245 characters before some carriers split into multiple segments.
SMS Compliance Footer
Every message automatically includes: “To unsubscribe, reply STOP. Powered by Smarter Launch.”
This footer:
Is required by US carrier regulations
Cannot be removed or modified
Is not counted toward the visible editor limit
Is included in the delivered message
Recipients who reply STOP are automatically opted out in compliance with TCPA requirements.
Monitoring SMS Usage
View SMS usage in:
Settings → Integrations → SMS Messaging
The integration panel shows:
Current usage (rolling 30-day period)
Monthly limit
Percentage used (progress bar)
Usage status indicators:
Normal — under 90%
Warning — 90% or above
Exceeded — 100% (sending blocked)
Usage is calculated on a rolling 30-day basis, not a strict calendar month reset.
If nearing your limit, click Upgrade in the integration settings to request an increase.
SMS Logs
All sent messages are recorded in the Logs section of the SMS integration.
Each log entry includes:
Date and time sent
Recipient phone number
Customer name
Associated proposal
Message content
Message ID
Using SMS in Automations (Coming Soon)
SMS can be used as an action in Automations.
Examples:
Follow-up text if a proposal has been open for 24 hours
Confirmation text when a proposal is accepted
Automation SMS messages support the same merge variables as manual messages.
SMS Frequently Asked Questions
What phone number do customers see?
Messages are sent from a shared phone number assigned to your account. The number appears in your integration settings. A custom phone number can be provisioned, contact us for pricing.
Can customers reply to SMS messages?
Customers can reply STOP to unsubscribe. General replies are not routed back to Smarter Launch. This is a one-way outbound system.
What if I haven’t set my Terms of Service or Privacy Policy URL?
The SMS integration cannot be enabled until both URLs are configured in Company Settings.
Are messages limited to US numbers?
Yes. SMS currently supports US phone numbers only.
What counts toward my monthly limit?
Each text sent to one recipient counts as one message. Sending one proposal to three recipients counts as three messages.
What happens if I hit my limit?
Sending is blocked until your usage falls below the limit or you upgrade. A warning appears at 90% usage.
Can I customize the compliance footer?
No. The footer is required by carrier regulations and cannot be modified.
I don’t see an assigned phone number. What should I do?
Contact Customer Success. A number must be assigned from the platform pool.
SMS Troubleshooting
Issue: SMS tab not appearing when sending a proposal
What to check:
Confirm SMS is enabled in Settings → Integrations
Issue: Cannot enable the integration
What to check:
Verify both Terms of Service and Privacy Policy URLs are set in Settings → Company → Advanced Settings
Issue: SMS limit reached
What to check:
Review usage in integration settings
Contact Customer Success to increase your limit
Issue: Customer did not receive the text
What to check:
Confirm the number is a valid US mobile number
Review SMS logs to confirm the message was sent
Issue: Merge variables not populating
What to check:
Ensure correct syntax
{{variable.name}}Confirm the proposal contains the required data
Issue: No assigned phone number showing
What to check:
Contact Customer Success to have a number assigned