How Quote expiration works by default
By default:
A Quote expires 7 days after it is sent to the customer
A Quote changes status to Expiring Soon 24 hours before the expiration date
👉 Learn more: Quote statuses
Where to change Quote expiration settings
To modify expiration settings:
From the left-hand menu, go to Settings
Select Quotes under Operational Settings
All expiration and warning settings for Quotes are managed from this page.
Change how long Quotes stay valid
To update the default expiration period:
Enter the number of days you want a Quote to remain valid
By default, this value is set to 7 days
Important:
When creating an individual Quote, you can also:
Set a custom expiration date, or
Choose no expiration date
These options override the default setting for that Quote only.
Customize expiration warnings (Expiring Soon)
To control when Quotes are marked as Expiring Soon, go to the
Open Quote Expiring Warning section.
From here, you can:
Set when a Quote changes from Sent to Expiring Soon
Trigger automatic warning messages before expiration
Send warnings via email and/or SMS, based on your preferences
👉 Learn more: Automatic Quote reminders and warnings
Manage multiple expiration warnings
You can:
Add multiple expiration warnings
Configure each warning for a different time interval before expiration
Edit or delete existing warnings as needed
If all expiration warnings are removed:
Quotes will skip the Expiring Soon status
Quotes will move directly from Sent to Expired
Save your changes
After updating your settings, make sure to save your changes.
Your new Quote expiration and warning settings will apply to all future Quotes.
What to do next?
After updating your Quote expiration settings, most businesses continue by doing one or more of the following:
Review quote reminder timing
Make sure your automatic reminders align with your new expiration rules, so customers are notified at the right time before a Quote expires.
→ Learn how to set up automatic Quote reminders
Monitor Quote statuses
As Quotes approach expiration, their status will update automatically. You can track Quotes marked as Expiring Soon or Expired directly from the Quotes page.
→ Learn what each Quote status means
Adjust expiration for individual Quotes
If needed, you can override the default expiration when creating or editing a specific Quote by setting a custom expiration date or choosing no expiration.
→ Learn how to edit a Quote