Set how long quotes stay valid

Every quote can have a Valid until date. After that date a sent quote shows Expired, so old prices aren’t honoured by accident. You set your usual validity once, and every new quote starts with it.

Who can do this

Changing the default: Owners only. Changing one quote’s date: anyone who can edit the draft.

Set the default

1. Open Settings — Open your account menu and choose Settings, then Documents.

2. Choose the quote tab — At the top of the pane, choose the Quote tab.

3. Set the days — Enter Quotes valid for, from 1 to 365 days. It starts at 30.

4. Save — Press Save. New quotes now start with this validity.

Screenshot: Settings, Documents with Quote chosen and the Quotes valid for field

Settings, Documents with Quote chosen and the Quotes valid for field

Change one quote’s date

In the quote builder, Valid until starts at today plus your default. Pick another date, press +15 days, +30 days or +60 days, or clear it so the quote never expires. A duplicated quote gets a fresh date; if the original had none, the copy uses your default.

When a quote expires

• The list and the quote’s page show Expired, with how long ago (“Expired 2 days ago”).
• Choose Expired in the list’s Status filter to see them all.
• The Expiring in 7 days card on the Quotes list, and Needs your attention on the dashboard, show quotes about to expire so you can follow up first.
• To offer the work again, revise the quote and give the new version a new date.

Caution

An expired quote is a signal, not a lock. The customer’s link keeps working for 30 days from when it was sent, and they can still accept from it. If your prices have changed, revise the quote so the old version can’t be answered.

Spine doesn’t send customers reminders about quotes. Use the Expiring in 7 days card to follow up yourself.