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Sage Construction Management Ideas Portal
Status Already exists
Created by Guest
Created on May 23, 2024

Quotation / Leads 30 day terms

There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is only valid for the 30 days from issue. please update.

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  • Admin
    David Holler
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    Aug 8, 2024

    There is an expiration date on the Estimate Information page and that field can be added to the proposal template. Is this what you are looking for? If this is not what you need, please reply by comment so we can correct the status of you enhancement request.