Set quote validity and reactivate an expired quote
Every new quote starts with your business's default validity period. The initial default is 30 days, and the allowed range is 1–3650 days. To change it, open Settings → Quotes → Quote, enter the number of days under Default quote validity, and select Save changes. The new default applies to quotes created afterward; it does not rewrite existing quotes.
On a draft quote, use Quote validity (days) to keep the default or set a different period for that quote. Essential starts the validity period when the quote is first sent; resending does not restart it. The preview shows the final day under Valid through, and the quote remains valid through the end of that day in your business's timezone.
Built-in quote templates show Valid through on the document. If your saved template is still an untouched copy of a built-in template, Essential updates it to include the date. Customized templates remain unchanged; add the Valid through variable in Settings → Quotes if you want the date on one. The customer also sees Valid through … at the top of their quote page whenever a deadline is set.
When the deadline passes, the quote shows Expired. The customer can no longer view or sign it, it leaves the Customer Portal's Action Required list, and its automatic quote follow-ups stop for good — the sequence is closed, not paused, so reactivating never resumes it.
Quotes that were already sent before quote validity was introduced keep working without a deadline, so releasing this feature does not unexpectedly block a customer. To add the first deadline, open the quote's three-dot menu, select Set Quote Validity, choose the number of days from today, and save.
To make an expired quote available again without changing its contents, open its three-dot menu and select Reactivate. Choose how many days it should remain valid starting today, then select Reactivate quote. Essential calculates a new expiration date and the existing customer link works again. Reactivating never emails the customer by itself, and any automatic follow-ups that were stopped by the expiration stay stopped. To send the quote to the customer again — and start a fresh follow-up sequence — use Resend after reactivating.
If the expired quote needs changes instead, select Revert to Draft from the same menu. This keeps the link unavailable, stops pending follow-ups, and reopens the quote for editing. Send it again when it is ready; the new send starts a fresh validity period.
You can also replace the expiration before it passes. Open the three-dot menu on an unsigned quote, select Extend validity, enter a new number of days, and save. The new period starts today.
Where to find it: Settings → Quotes → Quote → Default quote validity; or open a draft quote → Quote validity (days). On a sent quote, open the ... menu for Set Quote Validity, Extend validity, Reactivate, or Revert to Draft.
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