You know the feeling. A Lead reappears months after you sent them a quote. You get a notification that they’ve opened the proposal and then, surprisingly, they accept.
Sounds like a win, right?. But here’s the catch: your pricing, parts, and availability have all changed since then. Now you're locked into an outdated quote that could cost you time, money, and awkward conversations.
That’s exactly why Portal includes Proposal Expiry.
Why Expiry Matters
Proposal Expiry lets you set an expiration window for your quotes. That way, when someone opens a proposal months later, it doesn’t go straight to "accept" — it prompts them to reach out for an updated version.
This keeps your pricing accurate, your margins protected, and your process in control.
How It Works
You can set expiry in two ways:
Choose a set number of days after the proposal is submitted (for example, 30, 60, or 90 days)
Or choose a specific expiration date
Once you pick your timeframe, you can save it as your default so all future proposals include the same setting automatically.
What the Client Sees
If the proposal expires and the client tries to open it, they’ll land on a Proposal Expired screen.
That page includes your contact info and a clear message prompting them to reach out for updated pricing. It’s professional, automatic, and keeps the conversation moving on your terms.
Protect Your Pricing Without Chasing Every Quote
With Proposal Expiry, you never have to worry about stale quotes turning into real jobs. Set it once. Forget it. And if a client wants to move forward months later, you’ll be ready with current pricing and an updated proposal that reflects the reality of the job.