Quick Tip: Managing Quote Expiry Dates in Puree

Quick Tip: Managing Quote Expiry Dates in Puree

March 02, 2024

We’re here with a quick reminder about the power of expiry dates in Puree to keep your quotes and bookings on track!

Why Set Expiry Dates? Expiry dates push for timely decisions, helping you plan better and keep your workflow smooth.

Quick Steps to Manage Expiry Dates:

  1. Default Settings: Find under Account Details to set a standard expiry period for all quotes.
  2. Adjust per Quote: Tailor expiry dates for each quote as needed for greater flexibility.
Did you know that quotes that have already expired can be easily re-opened and an expiry date updated.

For more insights, check out our tutorial on managing expiry dates in Puree. Stay efficient and ensure your clients respond in time! Watch the Tutorial

Happy Catering, The Puree Team