How to edit and set the proposal expiry date for future proposals

How to set expiry dates on business proposals

Learn how to edit and set the proposal expiry date for future proposals in Bookipi’s proposal maker 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.

Steps to set expiry dates on business proposals

Step 1: Select your user icon

This is located in the top right-hand corner.

Step 2: Select Settings

Press ‘Settings’ from the drop-down menu

Step 3: Select Proposals

Click on the ‘Proposals‘ tab in the Settings section.

Step 4: Edit the expiry term

Select ‘Edit’ in the ‘Expiry term‘ line.

Step 5: Customize the expiry date

Then, select ‘Save changes’

Your expiry terms have now been saved

This expiry term can be found on the Agreements page when creating a proposal

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