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Set default expiry date for Quotes

In this article we take you through the steps in setting a default expiry date for quotes. This is useful for when adding a new quote the expiry date will already be set for you instead of setting one yourself.

Step 1: Navigate to Admin and Settings

Screenshot 2023-01-23 at 15.28.30

Step 2: Set your Quote Default Expiry Date then select Save

Note: You can enter a number and select; 
  • 'of the following month'
  • 'day(s) after the quote date'
  • 'days after the end of the quote month'
  • 'of the current month'.
Screenshot 2023-01-23 at 15.28.44
To see the expiry date within your quote select the Quote header to bring out Quote Details. As you can see below, the expiry date has been set by default.