HubSpot Ideas

brotelli

Quote expiration date extension

We should be able to extend the expiration date or reactive a quote without having to create a brand new link each time. Our quotes as a rule are only good for 30 days and there are times that on day 32 or 33 the client would like to purchase but I have to recall the quote and edit it before creating a NEW link that I have to send them rather than being on the phone with them and reactivating the quote so they can just print and sign. Why am I not able to reactivate the quote with the same link and a new expiration date?

2 Replies
JRimbey
Member

Sometimes it just takes a legal team reviewing the agreement and it pushes past the expiration date. By not being able to extend the date and being forced to resend a new link with a new expiration date, their legal team has to review the entire agreement again to ensure no other changes were made. It is slowing us down.

 

ThaisCampbell
HubSpot Moderator

This feature would help our customers! (: