Quotation deadlines

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Odoo Sales quotation deadlines let you set an expiration date on a quotation, encouraging customers to decide promptly while protecting the business from outdated pricing.

Why set a deadline

A clear expiration date encourages faster decisions and shortens the sales cycle. It also protects profit margins, since prices can change and a business should not be bound to honour an outdated quote.

How to add an expiration date to a quotation

  1. Open the desired quotation, or click New to create one.
  2. Click the Expiration field to open the date picker.
  3. Select the desired month and day as the expiration date.

Once saved, the expiration date appears on the quotation form and can be checked in Preview before sending it to the customer.

How to set expiration on a quotation template

  1. Go to Sales > Configuration > Quotation Templates.
  2. Select an existing template, or click New.
  3. Locate the Quotation expires after field.
  4. Enter the number of days after which quotations created from this template should expire.

Frequently asked questions

What is the benefit of setting a quotation deadline?

It encourages customers to decide promptly and protects the business from having to honour pricing that is no longer profitable.

Can I set an expiry period for all quotations using a template?

Yes. Enter a number of days in the Quotation expires after field on the quotation template, and it applies to every quotation created from it.

Where can customers see the expiration date?

On the quotation form, and in the preview of the quotation they receive.

Need help?

Need help setting quotation deadlines in Odoo Sales? Contact support@thoughtlogik.com or see our Odoo implementation services.

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