Ability to set expiry on proposals/quotes
complete
Geoff Mina
complete
This feature is complete as part of our Workflow Automations.
You can now wait for an agreement to be signed, but include a max waiting period (say 30 days).
You can check the status of the agreement after the waiting is complete (triggered after it's signed or the max time expired).
You can then choose to void the agreement and mark it closed lost (in this example).
A
Ana Silveira
I would also love this feature!
FIRAT BAYRAM BAKIR
Yes, so we can provide a cut off date. For example: after X date client can not sign the proposal because I can't deliver after X date.