Auto-Expire Proposals

Learn how to set and adjust your proposal expiration date.

James Kappen avatar
Written by James Kappen
Updated over a week ago

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.

Once your proposal is restored, you can once again adjust the expiration date to whatever you need it to be.

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