Quote Expiry Dates define how long a Quote is valid for. A user can always change this manually on an individual Quote where required; however, setting a default expiry date can save your staff time and provide consistency in your customer experience.

When a Quote has expired, the CRM will display a warning bar to inform the user.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Default Quote Expiry Date, click on the cog icon in the bottom left-hand corner.

Step 2: Navigate to Sales in Settings

Once within the Settings Centre, navigate to the Sales page and scroll down until you reach the Default Quote Expiry configure option.

Step 3: Set Expiry

Simply type in how many days your Quotes should be valid for by default. In the above example, we've set 30 days, so whenever a new Quote is created, the Expiry Date will be set 30 days ahead.

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