Setting a quote validity period
A validity period protects your pricing from material cost changes and gives customers a clear deadline to accept. Trade2Base can set a default validity for all quotes or let you set it per-quote — whichever fits your workflow.
How to configure quote validity
In the main navigation open Settings, then select Quotes. Find the Default validity period field and enter the number of days — for example 30 — that you want all new quotes to be valid for.
When you create a new quote, the Valid Until date is automatically calculated from today's date plus your default validity period. No extra steps needed.
If a specific quote needs a longer or shorter validity, click the Valid Until field on the quote and change the date. This only affects that quote — your default setting is unchanged.
The Valid Until date appears prominently on the quote PDF and in the customer portal. Customers see a clear message such as "This quote is valid until 15 June 2026" when reviewing their quote.
Once a quote passes its Valid Until date, it is marked as "Expired" in your quotes list. Open the quote and click "Reissue" to create a fresh copy with today's date and updated pricing if needed.
We recommend 14–30 days for most jobs. Longer validity periods expose you to material price inflation — if costs rise and a customer accepts a 90-day-old quote, your margin is at risk.
Frequently asked questions
Yes. Open the expired quote and click "Reissue". This creates a new quote with a fresh Valid Until date. The original expired quote is kept in your records for reference.
Yes, if you have quote follow-up automations enabled. Go to Settings > Automations and enable the quote expiry reminder. You can set how many days before expiry the reminder is sent.
Currently the default validity period applies to all quotes. You can override it per-quote when needed. Per-job-type defaults are on the product roadmap.
Expired quotes cannot be accepted through the customer portal. The customer sees a message explaining the quote has expired and is prompted to contact you. You can then reissue with updated pricing.
Still need help? Contact support
Validity periods, follow-up reminders, and instant reissue — Trade2Base keeps your quotes converting without exposing you to cost risk.
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