New Feature: Default Proposal Expiry

  • Ryan O'Grady Ryan O'Grady
  • Nov 05, 2018

We have made a change to ProposalPoint which allows you to have a default expiry time period set for your proposals. This means you can set each proposal to automatically expire after a chosen number of days, weeks, months or years. This is a handy feature if you want to make sure you do not have out of date CMAs, price estimates etc. viewable to potential clients.

However, when each user creates their proposals they still have the option of changing or removing the default expiry date. The default expiry date is the same for all users of ProposalPoint so it is only office admin users that are able to change the default expiry time period.