SingleOps offers a configuration by which you can have proposals you submit to customers automatically expire (reject) if they have not been accepted within a certain number of days. This is designed to help eliminate clutter and prevent customers from accepting a proposal with a price which may have changed over an extended period of time.
Table of Contents
I. Change Your Proposal Expiration
- Navigation & Set-Up
I. Changing Your Proposal Expiration
You can change the number of days to whatever seems most appropriate for your business model.
Navigation & Set-Up
1. Navigate to:
Account Settings >
2. Find the setting How many days before proposal expires? and enter the number of days a proposal should stay active before it's automatically rejected. This will also affect Proposed Contracts.
3. Click Update Account button at the bottom to preserve your changes.
*Note: When a proposal expires or is rejected it is not deleted, it moves into the ‘Rejected’ stage in your jobs management module. If you would like to honor a rejected proposal you can click the blue Reactivate Proposal button to the right of the expanded job in the rejected section of the job management module.