Proposal Expiry

An expiry date can be set on proposals to limit the amount of time a client can view and interact with the proposal. If an expiry date is set, once that date passes, the proposal will become disabled and the client will no longer be able to view it. 

 

 

 

 

 

1. To set an expiry date for a proposal, navigate to the settings icon at the top of the screen. 

 

2.  Select the date and click Save.
 

Note: After this date, the proposal can no longer be viewed. If reactivation is required, the expiry date can be updated or removed using the Proposal Editor.

 

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