Where can I change the Expiration Date so that it isn't 10 days from when the quote is given. Many people still have to talk it over with people. I would like it to be 21 days, on each quote, without me having to manually change each one.
Claudia
Hi Claudia,
We just released a minor update (a few minutes ago) that included this feature, among others.
Open a property, click on the Billing tab and you'll see a new section for Quote Expiration. You can use that to set the default number of days you want to see on a quote.
Hope this helps,
-Michelle
Great! Thank you!!!
Claudia
Where is the feature located now? I can't see a Billing tab on a property.
Hi Matt,
You can find the Quote Expiration under Defaults on the Property > Rules page.