How to Expire a Proposal

1. Set an Expiration Date in the first step of the proposal workflow.

   1. Or open an existing proposal you want to expire by selecting 'Edit.'

2. Find the Expiration Date field.

3. Choose the date the proposal should expire.

4. Save your changes.

The proposal remains active until the selected date. After that date, it is automatically marked Expired during the nightly update.

*If you would like to include the Expiration Date in the text of the proposal, add the 'Expiration Date' merge tag in your Document Text in your Personal Settings.

Customers who open an expired proposal link will see the same message shown for inactive proposals.