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)
Benefits of Expiring Quotes
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Prevents businesses from being locked into outdated pricing, especially in fluctuating markets.Reduces Risk of Miscommunication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.
________________________________________________________________________________________________________________________________________________________________________________________________________________________________
How to Set Up Quote Expiry
Navigate to Settings > Organization Settings.
Scroll down to the section labelled “Quote Valid for (Days)”.
Enter the desired validity period in days (from 0 to 90).
Click Save to apply the settings.
________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Quote Validity Details:
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.
By configuring quote expiry settings, you can maintain accurate pricing, encourage faster customer decisions, and streamline your sales process.