Quote Expiration & Reminders

Quote Expiration

Quotes can be configured in Quotes Settings to Expire after a certain amount of time. On the Quote itself, you can specify a date that the quote will expire.

When a quote expires, its status will be set to Quote Expired and an orange bar will appear when viewing the quote that it has expired.

When a quote expires, it will automatically send the Quote Expiration Email to the customer.
Learn more about Quote Email Templates

Quote Reminder

The "Reminder" feature allows the admin to schedule a reminder email to the customer that their quote will be expiring soon.
Learn more about Quote Email Templates