Include quote valid until dates

10 July 2023

Is your quoted price good only for a limited time? Want to add some urgency to your estimates? Then say hello to valid until dates for your quotes.

Our latest update lets your customers know how long quotes and estimates are valid for. Select a date in the valid until field when creating or editing your quote:

We’ll then display the number of days a quote is valid for when you save your quote:

By default, we set quote valid until to 90 days, but you can change this at anytime via Settings > Quotes > How long is a quote valid for?

If you have a quote that you don’t want a valid until date for, just turn it off in Actions > Customise > Show valid until date.

We hope you find quote valid until dates helpful 👍

Psssst… You can also use our new {{quote_valid_until}} email tag in your email templates 🎉 Learn more in our help guide.

By Adam Austin

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love.

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