Setting Expiration Periods
Administrators can define a default expiration period for all quotes. Typical settings include:- Number of days a quote is valid from creation
- Specific expiration dates for one-off quotes
Notification of Expiration
Estizee can notify customers before a quote expires to encourage timely acceptance. Notifications may include:- Email reminders
- SMS alerts (if opted in)
Handling Expired Quotes
When a quote expires, Estizee automatically:- Marks the quote as expired in the system
- Prevents acceptance or payment processing for the expired quote
- Allows administrators to renew or duplicate the quote if necessary
Best Practices
- Set expiration periods based on typical customer decision timelines
- Use notifications to prompt action before expiration
- Regularly review expired quotes to identify opportunities for follow-up or adjustment
- Maintain consistency in expiration rules across similar quote types