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AI PromptsCategoriesQuotes

⌛ Expire Old Quotes Cleanly

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
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Expire Old Quotes Cleanly

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People accept quotes I sent months ago at prices that no longer work. Build me a quote expiry app. Every quote carries a validity period that depends on its type, since material-heavy work should expire sooner than pure service work. Show me days remaining on each open quote and a calendar view of what lapses in the next month. Warn the customer by email before their quote expires, and mark the quote Expired automatically when it does. Give me a reissue action that rebuilds the same quote at today prices and shows me exactly what moved and by how much. Add an AI agent that reprices a lapsed quote from my current price book and explains the difference to the customer in plain language. Automate two things: the expiry warning to the customer seven days out, and a scheduled weekly list to me of everything expiring soon so I can push it. Two logins: an owner who sets validity rules, and an administrator who can reissue but not change prices.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Expire Old Quotes Cleanly

Give every quote a validity period with customer warnings, automatic expiry, and one-tap repricing at current rates.

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// the spark catches · intelligence awakens · the answer unfolds

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

  1. Set validity to match how fast your input costs actually move.
  2. Warn the customer a week out. It is the most effective chase there is.
  3. Never quietly honour an expired price. Reissue it instead.
  4. 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.

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