David Tran Bán Lượt Xem: 200

As you send quotations, it is important to set a quotation deadline; Both to entice your customer into action with the fear of missing out on an offer and to protect yourself. You don't want to have to fulfill an order at a price that is no longer cost effective for you.

Set a deadline

On every quotation or sales order you can add an Expiration Date.


Use deadline in templates

You can also set a default deadline in a Quotation Template. Each time that template is used in a quotation, that deadline is applied. You can find more info about quotation templates here.


On your customer side, they will see this.