Quote / Invoice

[NBMM]

Looking at adding a new (second) date box in the header part of Quote form to show an expiry date. If I customise the form and add an extra date field, it shows today's date. Is there any way to show the date in say 1 month? (when the prices quoted expire). Do I need to write a formula like date +30 or something. Coding is not my thing but thought someone else may have worked this out.

Many thanks in advance

[Genreve_S · Accepted solution]

Hi @NBMM, 

Thanks for reaching out. 

Currently, the quote forms are not separate from the invoice forms, so there is no option to add the expiry of quote to the form. What I would suggest would be to add a text box that tells the customer how many days the quote will expire. Here is the help article Fields and columns you can add to forms for more information on what you could add in the form. 

Let me know if you require any further assistance with this. I'm happy to assist you. 

If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information
 

Cheers, 

Genreve