Learn how to edit and set the proposal expiry date for future proposals in Bookipi Proposals
Learn how to edit and set the proposal expiry date for future proposals in Bookipi Proposals with our simple guide below.
The Proposal expiration date determines how long the proposal is active until it expires. Once the proposal has expired, your client will not be able to view the proposal. You will need to revoke and edit the proposal to resend this to your client.
Once you set the expiry term in the setting, you can still edit this on the actual proposal when creating a new proposal.
Step 1: Select your user icon in the top right-hand corner
Step 2: Select Settings
Step 3: Select Proposals
Step 4: Select ‘Edit’ in the ‘Expiry term‘ line.
Step 5: Customize the expiry date and select ‘Save changes’
Your expiry terms have now been saved
This expiry term can be found on the agreements page when creating a proposal