Make the validity of an estimate clear before sending it.

1. Review the business default

Open Business Profiles → Edit → Document Options → General. Review Estimates Expire After if you want a default for new estimates.

2. Check this estimate’s date

Open the estimate and set or review its expiry date. Check the date is still appropriate for the offer you are making.

The estimate’s expiry date appears beside its issue date.
The estimate’s expiry date appears beside its issue date.

3. Choose whether to show it

Under estimate document options, review Show Expiry Date on Estimates. Save the estimate and preview the customer page and PDF.

4. If it has expired

Prepare a permitted revision or replacement with a reviewed validity date. Check the estimate status and any linked invoice; changing a default does not reopen an old offer.