Experience the difference of "Elite".

Expiration Date

cp9293
May 15, 2013 11:42 AM
Joined Apr, 2012 393 posts

Where can I change the Expiration Date so that it isn't 10 days from when the quote is given. Many people still have to talk it over with people. I would like it to be 21 days, on each quote, without me having to manually change each one.

Claudia

Michelle J
May 17, 2013 1:26 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

We just released a minor update (a few minutes ago) that included this feature, among others.

Open a property, click on the Billing tab and you'll see a new section for Quote Expiration. You can use that to set the default number of days you want to see on a quote.

Hope this helps,

-Michelle

cp9293
May 17, 2013 2:35 PM
Joined Apr, 2012 393 posts

Great! Thank you!!!

Claudia

Matt E
Mar 14, 2022 5:18 PM
Joined May, 2016 1 post

Where is the feature located now?  I can't see a Billing tab on a property. 

Joel P
Mar 14, 2022 5:22 PM
OR Team Member Joined Oct, 2009 52 posts

Hi Matt,

You can find the Quote Expiration under Defaults on the Property > Rules page.