Setting Proposal Expiry and Validity Dates in Britixo CRM?

📘 Introduction:

Every proposal in Britixo can include an Open Till (expiry) date, ensuring that offers are time-bound and prompting clients to respond quickly. This helps protect your pricing, availability, and service terms while keeping your sales cycle efficient.

🧭 Step-by-Step: Set Expiry Date on a Proposal

📝 1. Create or Edit a Proposal

• Go to Sales > Proposals
  
  

• Click New Proposal, or select a draft to edit
  
  

📅 2. Locate the "Open Till" Field

In the proposal creation form, you’ll see a field labelled:

• Open Till
  
  
  This is the expiry date of the proposal.
  
  
  

Select a future date using the calendar picker. This sets how long the client has to accept the proposal.

🔁 3. What Happens After Expiry?

• If the client does not accept the proposal by the “Open Till” date, the proposal status will change to Expired
  
  

• The client can still view the proposal, but they will no longer be able to accept it online
  
  

• Staff can manually re-activate or resend it with an updated expiry
  
  

🧭 Modify or Extend the Expiry Date

You can change the expiry date any time:

1. Open the proposal
   
   

2. Click Edit
   
   

3. Update the Open Till date
   
   

4. Save the changes
   
   

🛠️ Clients will see the updated expiry immediately when they next view the proposal.

🔔 Reminders & Notifications

Britixo does not send automatic reminders before expiry by default. However, you can:

• Manually follow up with clients using the Send to Email button
  
  

• Use proposal filters to identify those expiring soon (e.g. within 7 days)
  
  

✅ Tips:

• Set expiry dates for 7, 14, or 30 days based on your offer structure
  
  

• Use expired status filters to follow up or revise terms
  
  

• Consider creating urgency in your proposal content referencing the expiry.