Set Quote Expiration Dates

What this guide covers

This guide explains how to set expiration dates on quotes in JobsiteOn. You will learn how to configure the date, what happens when a quote expires, and how to extend an expired quote if needed.

Why set an expiration date

Expiration dates serve two purposes:

• Create urgency — Customers are more likely to respond promptly when they know the pricing is time-limited.
• Protect your pricing — Material costs and labor rates change. An expiration date ensures you are not locked into outdated pricing indefinitely.

Setting the expiration date

1. Open the quote builder at /quotes/new or edit an existing quote at /quotes/[slug].
2. In the Terms section, find the Valid Until or Expiration Date field.
3. Select a date from the date picker. Common terms are 14 or 30 days from the quote date.
4. Click Save.

Screenshot: The quote terms section showing the expiration date picker with a 30-day validity period selected.

What happens when a quote expires

• The quote status does not automatically change, but the customer-facing portal shows the quote as expired.
• When the customer visits the quote link at /q/[token] after the expiration date, they see a message indicating the quote is no longer valid.
• The customer cannot accept an expired quote through the portal.

Note: You can still manually update the status of an expired quote from the quote detail page. Expiration only affects the customer portal experience.

Extending an expired quote

If a customer contacts you after the expiration date and wants to proceed:

1. Open the quote at /quotes/[slug].
2. Click Edit.
3. Update the Expiration Date to a new future date.
4. Review and adjust pricing if costs have changed.
5. Save and resend the quote.

Tip: When extending a quote, always review your line item pricing. If material or labor costs have increased since the original quote, update the prices before resending.

Best practices

• Set a standard expiration period (14 or 30 days) for all quotes to maintain consistency.
• Mention the expiration date in your cover message when sending the quote so the customer is aware.
• Follow up a few days before expiration if the customer has not responded.
• Use shorter expiration periods for time-sensitive work or volatile material pricing.

Related articles

• Create and Send Quotes
• Track Quote Status
• Edit a Sent Quote