Setting up the validity period for quotation

This writing will guide you on adding expiration dates to quotations, thereby promoting customers to quickly make their purchasing decisions, saving time on closing deals.

Requirements

This tutorial requires the installation of the following applications/modules:

Set up expiration dates on quotations

Firstly, navigate to Sales > Orders > Quotations and click on Create to create a new quotation.

Enter an expiration date to set the last validity date of this quotation. After this date, the quotation will expire.

Set up expiration dates on quotations in Viindoo

Expiration dates on quotation templates

Additionally, you can also set up expiration dates on quotation templates. Refer to Designing Quotation Template for fast and efficient sales process.

Navigate to Sales > Configurations > Quotation Templates and select any quotation template that needs to be configured and press Edit.

Select any quotation in Viindoo

In the Quotation expires after field, enter the total number of effective days of quotation, then click on Save.

Enter the number of effective days of the quotation

After that, create a new quotation and select the above-created quotation template.

Select customers and quotation templates in quotations

The expiration dates on the Expiration field of the quotation will be auto-updated by the system. Because the creation date of the quotation is 03/03/2022, the total number of quotation’s validity dates in the templates is 10. So, the expiration date of the quotation is updated to 03/13/2022.

Expiration dates of quotation in Viindoo

Customers can also view this information when accessing the online quotations on the website. To show the online quotations to customers, click on Customer Preview.

Expiration dates of quotation in Viindoo