How to change a date in my quote?

When you create a quote, the Quote Date is set to today and the Expiration Date is set to 30 days later. You can change both of these dates.

Here is how to change the dates on a quote:

1. Click Quotes in the left sidebar and open or create a quote.
2. If viewing a quote, click Edit in the top-right corner.
3. Find the Quote Date and Expiration Date fields near the top of the form.
4. Click on either date field to open a calendar picker.
5. Select the date you want.
6. The date updates immediately and your changes save automatically.

The Quote Date is the date shown on the quote document. The Expiration Date tells your client how long the quote is valid.

On the Mobile App

1. Tap the Quotes tab, then create a new quote or open an existing one and tap the Edit icon.
2. Tap Quote Date or Expiration Date near the top of the form.
3. A date picker opens. Scroll to select the date you want.
4. Tap Done to confirm.

The quote date defaults to today and the expiration date defaults to 30 days out, just like on the web.