Quotation Deadlines

Quotation Expiration

While creating a sales quotation, you can set a validity period or expiration date for the quotation.

Navigate to the Orders from the Sales App, select an existing quotation, or create a new one by clicking the 'Create New' button.

Locate the 'Expiration Date' field and use the calendar to set the expiration date for the created quotation.

Click on 'Confirm' or 'Save' to save your changes.

You can also set expiration dates on order templates, by stating the number of days the quotation will stay valid for before expiring.

When selecting the template, the expiry date will be calculated automatically.

Navigate to the Order Template through Sales, and Configuration, then select the Order Template from the menu.

Select an existing order template or create a new one by clicking the 'Create New' button.

Modify the 'Quotation expires after' field to add the days before the quotation expires.