Back

How do I update the expiration date of a quote?

To update the expiration date of a quote:

  • Go to Sales on the left sidebar.
  • Navigate to the Quotes module at the top.
  • Select the quote for which you want to update the expiry date.
  • Click Edit on the quote’s Details page.
  • Update the expiration date for the quote in the Expiry Date field.
  • Click Save.

Now, the expiration date of the quote will be updated.

If you want to update the expiration date of multiple quotes at once, you can use the Bulk Update feature.

Learn more about quotes in Zoho ERP.