An accepted quote from last year at last year prices is a job you lose money on. This gives every quote a shelf life and warns both sides before it runs out.
What's Included
- A validity period per quote type because materials move faster than services.
- A warning to the customer before it lapses, which often closes the deal.
- Automatic expiry with the option to reissue at current prices.
- An assistant that reprices a lapsed quote from today's numbers.
How To Use
- Set validity to match how fast your input costs actually move.
- Warn the customer a week out. It is the most effective chase there is.
- Never quietly honour an expired price. Reissue it instead.
- Track how many expired quotes come back when repriced. It is more than you think.
Feed the reissue through the quote builder, and keep the underlying numbers fresh with seasonal price updates.