Expiration for Estimates
complete
Elevation Blinds
We would like our estimates to expire 30 days after being sent. This means that the Customer would not be able to pay a deposit or approve an estimate after this time. It should be a feature we can turn off and on. In addition, if the Customer tries to approve the estimate or pay the deposit after the expiration date, they would receive a kind message notifying them that the estimate has expired and they need to contact their salesperson. Another option could include notifying the salesperson if a Customer tried to approve and expired estimate pay a deposit on an expired estimate.
Orit Tepper
complete
Guy Z
this will be great!!! we just added an item that say it and our dispatchers are changing the estimate manually. but getting this automated will be so much better!
Guy Z
We also created an automation that reminds our admins that the estimate was sent a certain date ago and need to be cancelled / expired then we manually upload the "Estimate Expired Item".
Some type of automation expiration is very much necessary!!!
We want to prevent the human error and/or that customer that kept our estimate for 6 months using our prices to get the lowest bid around... :)