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

Here we will go over how to edit and set the proposal expiry date for future proposals

The 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, and 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.

Select your user icon on the top right-hand corner

Select settings

Select Proposals

Select edit next to expiry term

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