By default, an Interactive Quote expires 7 days after it is sent to the customer. Additionally, the status of a Sent IQ changes to Expires Soon 24 hours before the expiration date. Learn more about Interactive Quote statuses here.
Haven’t created an Interactive Quote yet? Click here to get started. Looking to learn more? Click here for additional information.
If you'd like to adjust these settings, please follow the steps outlined below:
From your All-in-1 E-Commerce dashboard, navigate to Settings using the left-hand menu
Under Operational Settings, select Interactive Quote
To change the default number of days before an Interactive Quote expires, enter your desired value. By default, this is set to 7 days. Note: When creating an Interactive Quote, you can also choose a custom expiration date—or select no expiration at all.
To change the expiration warning settings, navigate to the Open Interactive Quote Expiring Warning section. This setting controls when your Interactive Quotes change status from Sent to Expires Soon. Additionally, an automatic warning will be sent to the prospect or customer via email and/or SMS, based on your configured preferences. To learn more about automatic Interactive Quote reminders and warnings, click here.
Here, you can add, edit, or delete as many notifications as needed, with each one configured for a different interval before the expiration date. If you remove all notifications, your Interactive Quotes will skip the Expires Soon status and go directly to Expired.
Finally, save your settings. Congratulations—your Interactive Quotes settings have been updated and are ready to go!
