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.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to System Settings
To edit your Default Quote Expiry Date, go to the navigation menu, click on the Settings, then select System Settings.
Step 2: Navigate to Sales in Settings
Once within the System Settings, 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.