All your Consultations have an expiration date.
🔈 Ask our team to set up the expiration interval for your consutations.
Every time you present a proposal the expiration date resets.
The current expiration date will show up:
on the presented proposal info card
presentation summary
When a customer tries to open a proposal past the expiration date, they will see the following message:
On your end, the email assigned to this proposal will get an email alert.
As soon as you locate the expired proposal, EDIT it, and hit PRESENT again, your customers will be able to see its updated version. All they have to do is simply click on the link one more time or refresh the browser.