Guide 08
Validity and terms on a quote
An expiry date and your terms, printed on the quote
The problem
A quote you sent three weeks ago carried last month's material prices, and the client accepts today. A quote that never expires lets old prices haunt you.
What Zeus does
Every quote carries a validity window plus your terms and coverage. Switch on what applies and it prints in the PDF the client reads.
Do this
Start on Quote
- Harold Mackenzie · Office Fit-Out
Open the job
- Docs
On the job
- Type intoQt-1009
Open quote QT-…
- Valid for 30 days
Set validity to 14 days
Look at TERMS & COVERAGE
- Workmanship guarantee
Switch on the guarantee
Look at state
- Payment terms: Net 14 days
Switch on Net 14 terms
Look at state
- Save & Preview
Save and Preview
You now have
Validity, guarantee and payment terms, with no fine print to argue.
ZEUS