Leads & sales

Change quotation validity & save it

Verify the persisted buyer-facing date before sending.

Where to go

Quotes → quotation → Valid until

Step by step

Open the correct draft/revision and note its current Valid until date.
Choose the new date and review the Save & review state.
Save the draft and reopen or reload it to confirm the date persisted.
Review the saved buyer preview and resolve any expiry/readiness warning before sending.

Demo example

Demo: change a fictional quote’s date and verify the same date after reopening.

How do I verify that Valid until saved?

Save the draft, reopen/reload it and compare the persisted date with the intended date.

Why does Save & review appear after editing?

Buyer-facing edits are unsaved. Save and review the intended version before sending.

Reviewed 10 October 2026 · CRM 0.53.1