Customer Quotes - Expiry Days

Customer Quotes can be configured to expire within a range of 0 to 90 days.
(NOTE: This does not apply to BUZ 2 BUZ orders)

Encourages Timely Decision-Making
An expiration date creates urgency, prompting customers to act quickly and reducing delays in the sales process.
Protects Against Price Changes
Prevents businesses from being locked into outdated pricing, especially in fluctuating markets.
Reduces Risk of Miscommunication
Ensures that only current and accurate information is used, minimizing disputes over pricing or terms.
Avoids Future Price Increases
Motivates customers to secure favorable pricing before the quote expires, mitigating potential cost increases.
Encourages Prioritization
Helps customers prioritize the quoted offer, streamlining their decision-making process.

Navigate to Settings > Organization Settings.
Scroll down to the section labelled “Quote Valid for (Days)”.
1. If you cannot find this, please press
  1. Ctrl + Shift + R on your keyboard for Windows computers.
  2. Command + Shift + R on Macs.
Enter the desired validity period in days (from 0 to 90).
Click Save to apply the settings.

0 Days:
- Quotes will never expire.
- Customer users can accept all quotes regardless of their creation date.
1 to 90 Days:
- Quotes will remain valid for the specified time-frame.
- If a quote falls outside the valid period, customers will be notified to:
  - Modify or re-process the quote, or
  - Cancel and create a new quote.

Example of warning message:

Things of note:

Configuring the expiry dates means you cannot back-date an order past the number of days entered.
1. For example, if an order is placed on 28/01/2025 and expiry date is set to 1 day. The earliest date you can backdate the order to will be 27/01/202.
To backdate an order beyond the expiry date limit:
1. Change the expiry date to 0.
2. Backdate and process the order.
3. Change the expiry date back to required.
An order can be forward dated to any date.