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Auto-Expire Proposals

Learn how to set and adjust your proposal expiration date.

Written by James Kappen

You can set your proposals to expire after a set interval or on a custom date. Expiration can be set or adjusted before or after you deliver a proposal, giving you flexibility with each delivery you make.

Adjust expiration on deliver step

Expire settings can be adjusted for each proposal at the deliver step.

Adjust the expiration date

Set a standard expire interval or pick a custom date.

Set a “Nudge” message to notify your recipient before it expires.

After delivery you can adjust your expiration as needed

After you deliver a proposal, you can continue to adjust your expiration date, or manually set your proposal to "expired".

Restore a proposal that has expired

If your proposal has expired, your recipient won't have access to it unless you "restore" it. Restoring a proposal will once again make it accessible to your recipients via their proposal URL.
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Once your proposal is restored, you can once again adjust the expiration date to whatever you need it to be.

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