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Understanding a quotation's default validity period
Understanding a quotation's default validity period

Information on how a quote's "Valid until" date is set

Written by Raymond Carrel
Updated over a week ago

Quotes remain valid for a certain length of time after they are created.

A quote that stays open beyond this period will expire, meaning that it cannot be finalised unless the Valid until date is changed.

By default, a quote will remain until the end of the calendar month in which it was created.

An alternative system-wide option is available. This option lets you set a number of calendar days for which a quote will be valid.

Administrators can change this setting from:

Settings - Company Setup - Quotations and Sales

The new validity period will apply to new quotations raised after the change is made, and will not effect existing quotations.

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