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Set Quote Expiry Date
Set Quote Expiry Date
Matt Stansfield avatar
Written by Matt Stansfield
Updated over a week ago

The Default Expiration (In Days) found under Settings > General > Quote Settings will be set to 30 days by default. If you don't wish to have an expiration on Quotes, set this field to 0.

When creating a Quote, you can adjust the Expiry date on a Quote-by-Quote basis by adjusting the date accordingly:

When editing a Quote, the Expiry date can be further adjusted on a case-by-case basis depending on the deal being worked:

If the Default Expiration (In Days) is set to 0, the Quote Expiry field will not be present on Quote Create or Edit. 

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