As you send quotations, it is important to set a quotation deadline. You don’t want to have to fulfill an order at a price that is no longer cost effective for you.

Set a deadline

On every quotation or sales order you can add an Expiration Date.

Use deadline in templates

You can also set a default deadline in a Quotation Template. Each time that template is used in a quotation, that deadline is applied. See Use quotation templates for more information about quotation templates.

On your customer side, they will see this: