Skip to main content

Quotes Change Color when passed price guarantee

Feature Request

I think it would be helpful to have quotes turn red (or another color) after 30 days of creation (or any custom time guarantee). Our prices are guaranteed for 30 days and then once the 30 days have passed, the price is no longer guaranteed to be the same and it would need a new quote. If the quotes that are at the 30 day mark or more turned a different color, it would remind me to go through and delete those from the system

Posted by Madeline ·
Status: Completed3 comments

Comments3

  • Asa

    •

    Jun 6

    •

    Merged request

    •

    5 votes

    Quote expiration with auto-archive

    Add an expiration date to quotes. When they expire, auto-archive them and (optionally) notify the customer. At minimum, show a "valid until" date on the quote PDF. We had a customer bring in a 4-year-old quote recently.

    • Dennis Rodin

      Team•

      Mar 15

      Great idea! I see how this will help keep the order management board clean.

      Thank you for the feedback, Asa.

  • Dennis Rodin

    Team•

    Jun 6

    Great idea, I like this!