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Configuring Default Quote Expiry Date
Configuring Default Quote Expiry Date

This article outlines how to configure your Default Quote Expiry Date within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

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.


  • 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 settings drop down, then select System Settings.

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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