Automatically move quotes that have gone past the Expiration Date into Expired.
We quote a number of different options for our customers that end up getting updated to new quote numbers. Those are marked as Won. All of the others have to manually be changed to expired. Ideally we would keep up with them but the day to day of quoting and orders sometimes gets away from you and the next thing you know there are a bunch of quotes that are just sitting out there.
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Darin Carlson
- Dec 4 2018
- Future Consideration
Related ideas
I would like to make a suggestion here. This seems like a great application of KnowledgeSync. If you want to just have quotes set to expired, you can do that but you could also add other steps based on much more personalized criteria. And it would probably be able to be implemented on your time line.
This would save an enormous amount of time in trying to manage the quote module function and hopefully will be taken into serious consideration. Most company employees do not have time to do functions that other ERP systems can automatically do.
I think having a preference to auto expire quotes after a user defined period would be a great addition!!