Setting Quotation Validity Period

Setting a validity period for quotations in BigChange ensures that your quotes have a clear expiry date. This feature helps manage and track the status of your financial documents effectively.

Navigating to Quotation Validity Settings

1. Navigate to CRM in the Top menu
2. Financial documents in the side menu.
3. Using the Document type filter, select Quotation.
4. Select your From and to date.
5. If the date has passed, the quotations in the list view will be highlighted in red.

• Select an expired quote.
• Select Edit
• A red banner will appear at the top of the Financial document, indicating the expiry date and time.

Reinstating an Expired Quotation

• Once the date has expired, you can reinstate the quotation by changing the number of days in the 'Quote valid for' field.
• After saving, the red banner will disappear.

Setting the Default Quotation Validity Period

To apply a system default quote validity periord, such as 30 days, 60 days etc, navigate to:

• Account settings (icon) in the Top menu
• Settings
• Account in the side menu. 
• Account settings.
• Under the Financial Section.
  • Default validity of quotes.
  • Add the required number of days.

Setting a Custom Validity Period for a Specific Customer

To apply a Contact/customer specific quote validity periord, such as 30 days, 60 days etc, navigate to:

• CRM in the Top menu. 
• Contacts in the side menu.
• Select a contact.
• Edit.
  1. Navigate to the Financial tab.
  2. Select the Terms tab.
  3. Adjust the validity period as needed for the specific customer.

Conclusion

Setting and managing the validity period for quotations in BigChange is straightforward. By following the steps outlined, you can ensure your quotations are always up-to-date and manage expired quotes efficiently.