Setting/changing the expiration date

There are 3 ways that you can set the expiration date for a quote:

• When creating/editing a quote
• On the quote details page
• Quote reminder email

How to set/change the expiration date when creating/editing:

• Scroll to the 'Expiration date' field

• Leave blank or select a date
• Save

How to set/change the expiration date from Quote details page:

• Click on 'Expiration date'

• Set/change the expiration date from the pop up

• Save

How to set/change the expiration date from the quote reminder email:

• Click on 'Send reminder email/quote'

• Set/change the expiration date from the 'Expires on' field

• Click 'Preview and Save'

Considerations:

• You can always change the expiration date
• Customers will not be notified about changes in the expiration date

Need help with creating quotes? Email us - we're here to help you: help@maidily.com