Every quote has a valid until date. It is the date you are telling the client your price holds to, and on a job where materials move it is the difference between a fixed price and an open-ended one.
Setting it
The valid-until date is on the quote itself, next to the issue date. Set it to whatever your pricing can actually stand behind. Thirty days is a common default, but if you are quoting steel, timber or fuel, shorter is honest.
What happens when it passes
The quote is treated as expired. It stops being a live offer, and it shows in your follow-up list with an expiry marker so you can see at a glance which ones are past their date.
An expired quote cannot be converted into an invoice or a booking. Only an accepted quote can do either, which is what stops a client accepting a price you set six months ago.
Reissuing
Do not edit the old quote and push the date out. The client has a copy of what you sent, and quietly changing it is how disputes start.
Instead:
- Open the expired quote
- Duplicate it
- Re-price anything that has actually moved
- Set a new valid-until date and send it
The old quote stays on the record showing what you offered and when.
Before it expires
Chase it. The quote follow-up list shows every quote that has been sent or viewed but not yet answered, with how long it has been sitting there. See following up on a quote.
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