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Handling Expired Proposals and Extensions in Britixo.
📘 Introduction:
Proposals in Britixo can automatically expire after their “Open Till” date passes. When this happens, clients can no longer accept them unless you take action. You can extend or duplicate expired proposals to keep the sales process moving without recreating everything from scratch.
📅 What Happens When a Proposal Expires?
The proposal is marked as Expired
Clients can still view the proposal
The Accept and Sign buttons are disabled
You cannot convert it to invoice/project unless it is reactivated
This helps ensure that outdated pricing or terms aren’t accepted by mistake.
🔄 Step-by-Step: Extend an Expired Proposal
📄 1. Locate the Expired Proposal
Go to Sales > Proposals
Filter by Status > Expired
Open the expired proposal by clicking the View icon
📆 2. Edit the Expiry Date
At the top, click Edit Proposal
Scroll to the field: Open Till
Enter a new future date
Click Save . The status will now automatically change from Expired back to Sent .
✅ This re-enables client actions like Accept and Sign .
🔁 Alternative: Clone the Proposal
If you don’t want to edit the original, you can:
Open the expired proposal
Click More > Copy Proposal
This creates a new Draft with the same content
Set a new expiry date before sending it again
This approach preserves the original proposal’s history while offering an updated version.
📋 Track Expiry Activity
Go to the proposal’s Activity Log
You’ll see when it expired and if/when the expiry was extended
✅ Tips:
Set realistic “Open Till” dates when sending proposals
Use filters to identify and follow up on expired opportunities
Consider adding a reminder before expiry to prompt timely responses.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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