Quotation deadlines¶
In the SotaERP Sales application, it is possible to set deadlines on sales quotations. Doing so encourages customers to act quickly during sales negotiations, for they might fear for missing out on a good deal. As well, deadlines also can also act as protection for a company in case an order has to be fulfilled at a price that is no longer profitable for the business.
Quotation expiration¶
In SotaERP Sales, there’s the option to add an expiration date to a quotation.
To add an expiration date to a quotation, navigate to , and select a desired quotation, or create a new one by clicking New.
On the quotation form, click the Expiration field to reveal a pop-up calendar. From this pop-up calendar, select the desired month and date as the expiration date for the quotation.
Tip
By clicking the Preview button on a quotation, SotaERP clearly displays when that specific offer expires.
Quotation template expiration¶
The SotaERP Sales application also makes it possible to add a deadline expiration date to quotation templates.
To add a deadline expiration date to a quotation template, navigate to , and either select the desired quotation template to which a deadline should be added, or click New to build a new quotation template from scratch.
On the quotation template form, add a specific number of days to the Quotation expires after field, located beneath the quotation template name. The number of days represents how long the quotation will be valid for, before it expires.
Then, whenever that specific quotation template is used in a quote, an expiration date is automatically calculated, based on the number of days designated above. However, this date can be overwritten before sending the quotation to the customer.
See also