Automatically expire quotes

^{Major Upgrade}

Quotes can now automatically move to an Expired status based on marketplace rules. Marketplace Managers can set how many days after a quote is created or shared it should expire. This prevents buyers and advisors from purchasing or sharing quotes past their business validity. Reseller partners and marketplace buyers receive email notifications when a quote expires.

Key highlights

• Marketplace Managers can choose when a quote version expires: 1 to 365 days after creation.
• Once a day, the system checks quotes and expires versions that have reached their expiration date.
• Open and pending versions expire, but approved and purchased versions remain unchanged. A quote expires only after all its versions have expired, and it can't be reopened.
• Expired quotes can't be purchased or shared for approval.
• Reseller partners and marketplace buyers are emailed when a quote expires. Marketplace Managers need to create the required email templates.
• Expired-status badges and filters are available in Quotes (Status column), Opportunities (Quotes tab), and quote reports (Filter by status).

📝 Note: Manual-only expiry without a scheduled rule is not supported.

Expiration scenarios

A quote expires when all of its versions are in final states and none remain open or pending. Expiring an open or pending version changes it to Expired; other versions, such as rejected or revoked ones, retain their status. Approved and purchased versions do not expire, so their quotes remain ordered.

Version statuses before the expiration check	Version statuses after the check	Quote status
Open	Expired	Expired
Pending	Expired	Expired
Rejected / Open	Rejected / Expired	Expired
Purchased	Purchased (unchanged)	Ordered
Approved	Approved (unchanged)	Ordered
Open / Revoked / Rejected	Expired / Revoked / Rejected	Expired
Multiple open versions	All Expired	Expired
Multiple open and pending versions	All Expired	Expired
Shared / Shared / Open	All Expired	Expired

UI updates

To configure the quote version expiration threshold, a new field, quoteVersionExpirationInDays, is added to Marketplace settings > Assisted sales > Quote > quoteVersionExpirationInDays.

Feature enablement

This feature is enabled by default.

Setting enablement

Marketplace Managers must configure the following settings:

• Expiration thresholds in: Marketplace settings > Assisted sales > Quote > quoteVersionExpirationInDays
• Enable: Marketplace settings > Assisted sales > Quote > Extended quote statuses

Documentation

Documentation will be updated with the release.