Quote settings, dates and expiry

Each quote has a Settings tab next to the Quote tab. The column on the right of the Quote tab also summarises the currency, rate, tax mode and price display, with an All settings link.

Currency & pricing

• Currency: Change converts every price to another currency; Refresh rate re-prices at today's rate. See Change a quote's currency.
• Tax and How customers see prices: see Tax and how customers see prices.
• Show item codes.
• Overall discount %: see Discounts, cost and margin.

Document

• Document type: Quote, Proposal or Estimate. This word is used in the heading, buttons, emails and PDF. New quotes take it from the template or from Settings → Branding & layout.
• Quote date: the date printed on the quote. If you leave it empty, it is set when you first send.
• Valid until: the quote expires at the end of this day.
• Owner: the person responsible for the quote. Their name, job title, email and phone appear under "Prepared by", and they receive the notification emails. Admins can change the owner; other members see it read-only.

Quote numbers

A quote gets its number as soon as it is created: your prefix plus the next number, for example Q-42. Admins set the Quote prefix and Next number in Settings → Quote defaults; the next number must be higher than any number already used. When you start a new revision, the customer page and PDF show "rev. 2" (and so on) beside the number.

Expiry

• New quotes are valid for the number of days set in Valid for (days) in Quote defaults (30 unless changed).
• When you send or put a quote back online and its Valid until date is empty or already past, it is reset to that many days from today.
• After the end of the Valid until date the customer can no longer accept the quote, and it is marked Expired. They can still view it unless your admin has blocked viewing of expired quotes.
• To give the customer more time, reopen the quote, change the date and put it back online. See Edit a sent quote and work with revisions.

Most settings are locked while the quote is live with the customer. Take it offline to change them.