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How can we improve the financials?

← Financials

Set expiration date for estimates

We want to be able to set estimates to expire after a certain time frame.

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Taylor Edwards shared this idea  ·   ·  Report…  ·  Admin →
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  • Caleb Hennon commented  ·   ·  Report

    Very much agree with Peggy. We normally use 30 days. 2 days is a comically short amount of time for an estimate to expire and doesn't seem to consider the reality of the way businesses operate.

  • Peggy Hoffman commented  ·   ·  Report

    We would like to see the estimates expire in 2 week as opposed to 48 hrs. Two days expiration is causing us so much extra work by our customers calling us wondering why they can't sign and having to re-send estimates. It is a very frustrating procedure and causing so much confusion with our sales/office staff and customers. We expressed our concerns and frustration with this process when we can to JN training in February, but we can't seem to get a solution.
    Thank you

Financials: Estimates & Invoices

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