Setting an expiration date defines a clear window in which your client can view and sign the proposal. Once that date is reached, the proposal automatically becomes unavailable for signing, helping you encourage timely decisions and keep your proposal pipeline organized and up to date.
How to Set an Expiration for a Proposal
While creating a proposal, navigate to the Agreement Details section.
Check the box labeled "Set an expiration for this proposal."
Choose the expiration period - anywhere from 1 to 90 days after the proposal is sent.
What Happens When a Proposal Expires?
After the expiration date, the client will not be able to access or sign the proposal.
Expired proposals remain in the "Sent Proposals" page with a status of "Expired" for tracking purposes.
Note: Proposals expire at the end of the selected expiration day at at 12:00 AM PST.