Quote Expiration
By Jake and 2 others3 authors14 articles
- How Can I Enable Quote Expiration for All Newly Created Projects?Here’s how you can enable Quote Expiration on all projects under your Account Settings and set your default schedule.
- How Can I Include What Time My Quotes Expire When I Send a Quote?Learn how to include your quote expiration date and time automatically using personalization tokens in Send Quote templates.
- How Can I Add an Expiration Date to a Quote I've Already Sent?Learn how to add an expiration date to a previously sent quote in Goodshuffle Pro.
- How Can I See Which Projects Have Signatures Disabled?Learn how to filter your project list by enabled or disabled signatures.
- How Can I Adjust the Default Quote Expiration Rules and Schedule?How Can I Adjust the Default Quote Expiration Rules and Schedule?
- How Can I See Which Quote Expiration Reminders Have Already Been Sent?Learn how to check which quote expiration reminders have already been sent to your client in Goodshuffle Pro.
- How Can I Adjust the Quote Expiration Rules and Schedule on a Specific Project?Here’s how you can change the rules of an expiring quote on a particular project.
- What Is the Difference Between Marking a Project as Lost vs. Disabling Online Signatures?What the different settings mean for your expiring quotes.
- What Is the Difference Between "First Quote Sent" and "Most Recent Quote Sent"?Learn how each quote expiration setting affects when your quote will expire.
- How Can I Edit the Automated Quote Reminder Message?Here’s how to customize the email templates that remind clients about upcoming quote expirations.
- Why Is My Quote Expiration Invalid?Learn how to fix a "Quote Expiration Invalid" error when your quote expires after the logistics start date.
- How Can I Add an Expiration Date to a Printed Quote?Here’s how you can add a quote expiration date to a printed quote.
- How Can I View When All Quotes Are Set to Expire in One Place?See all your upcoming quote expiration dates in one place by adding a custom column to your Project List.
- What is Quote Expiration?Learn how Quote Expiration helps you close deals faster by setting deadlines on unsent quotes.