Utilizing Auto Expiry for proposal

Automatic Proposal Expiry – Streamline Your Workflow

Automatic proposal expiry helps you manage leads efficiently by setting a default expiration date for all proposals once they are sent, keeping your follow-ups timely and organized.

Where to Find Auto Expiry – Quick Access

Finding and configuring the auto-expiry settings is easy within the portal.

What You Can Do Here

• Click Settings in the top-right menu.
• From the dropdown, select Preferences.
• Go to Lead and then Proposal to adjust the default expiration settings.

Pro tip: Explore the Preferences section regularly it centralizes important settings for leads, proposals, and more, helping you save time and maintain consistency.

Enabling Auto Expiry – Set It and Forget It

Activating auto-expiry ensures proposals are automatically tracked and managed, reducing manual follow-ups and keeping your workflow efficient.

What You Can Do Here

• Within the Proposal Settings, toggle the option to Enable Auto Expiry.
• Once enabled, all new proposals will automatically have a default expiration date applied.

Set Proposal Expiration – Default or Customized

The portal lets you control how long proposals remain active, giving you flexibility and improving lead management efficiency.

What You Can Do Here

• Set the default number of expiration days for all proposals.
• For specific leads needing a custom duration, use the Manual Expiry option.
• Whether using default or manual settings, this feature ensures proposals stay current and your workflow remains organized.

Pro tip: Customize expiration days for high-priority leads to maintain control while keeping the majority of proposals on a consistent schedule.