Set expiration date
Setting an expiration date for quotes helps create a clear timeline for your customers and protects your business from outdated pricing or availability. When a quote has an expiration date, it communicates urgency and encourages timely decisions while also giving you control over how long your offer remains valid.
1. Turn on the Quote Expires option
2. Select the date the quote will expire
When the expiration date is set, it will be displayed to the customer when they view the Accept Quote page.
Once the quote expires, the customer will no longer have the ability to accept or decline the quote.
The expiration date can be modified by the admin at any time.
Default expiration date
Setting a default expiration date for all new quotes ensures consistency across your quoting process and saves time by automatically applying your preferred validity period. Whether you typically honor quotes for 7 days, 30 days, or any custom timeframe, configuring a default helps standardize expectations with customers and reduces the risk of outdated offers being accepted.
1. Navigate to the Settings page
2. Locate the Set Expiration Date field in the Default Values section
3. Turn on the option
4. Enter the timeframe in days that the quote should be valid for
5. Press Save