Quotation Validity

  • Updated

This feature allows you to set and display the period for which the Quotation is valid, effectively setting an expiry date based upon the date of the document's creation.

  • Navigate: CRM → [side menu]Financial documentsselect Quotation:

Financial - 30.png

If the date has passed, a red banner will appear at the top of the Financial document giving the expiry date and time and in the list view it will appear in red:

Financial - 31.png

Once the date has expired, should you wish to you can reinstate it by changing the number of days in the 'Quote valid for' field and once saved, the red banner will disappear.

To set the general default period for Quotation validity:

  • Navigate to:[Top menu]Profile (icon)Admin Settings[side menu] Account Account settings → [section] Financial → Default validity of quotes 

and add the required number of days: Financial - 32.png

Should you wish to set up a different validity period for a specific customer, this can be done by:

  • Navigating: CRM → [side menu] Contact → select Contact → [tab] Financial → [tab sub menu] Terms:

Financial - 33.png