Help Centre

Why Set Expiry Dates?

Expiry dates push for timely decisions, helping you plan better and keep your workflow smooth. They maintain the relevance and accuracy of your pricing and availability.

Quick Steps to Manage Expiry Dates

Default Settings

Find under Account Details to set a standard expiry period for all quotes. This could be set to a specific number of days from the quote creation date, such as 7, 14, or 30 days.

Adjust per Quote

Tailor expiry dates for each quote as needed for greater flexibility. When creating or editing a quote, you can easily adjust the expiry date:

1. Open the quote you wish to modify
2. Locate the expiry date field
3. Select a new date that better suits the quote's circumstances
4. Save your changes

Re-opening Expired Quotes

Did you know that quotes that have already expired can be easily re-opened and an expiry date updated? If a quote expires before the customer responds, you can easily re-issue it with a new expiry date or extend the existing one, ensuring continued engagement with your client.

Smart Date Handling

For quotes related to events happening soon, Puree intelligently adjusts the expiry date to ensure it doesn't extend beyond the event date, maintaining logical timelines.