> ## Documentation Index
> Fetch the complete documentation index at: https://docs.estizee.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote Expiration Rules

> The Quote Expiration Rules section defines how long quotes remain valid in Estizee before they expire automatically.

Expiration rules help manage customer expectations, encourage timely responses, and maintain accurate scheduling.

All expiration settings apply to **new quotes only**.

## **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

Proper configuration of quote expiration ensures clarity, reduces stale quotes, and encourages timely customer decisions.