Resend, revoke and expiry
Resend, revoke and expiry
Quotes don't stay open forever, and sometimes you need to fix a mistake or pull one back — here's how resending, revoking, and expiry work.
- Resend — from a Sent or Viewed quote, select Resend. This generates a fresh approval link for the client and pushes the expiry date out by 30 days from that moment, so it's useful both for nudging a client and for reissuing a quote whose original link has gone stale.
- Revoke — from a Sent or Viewed quote, select Revoke and confirm. The client can no longer approve that quote, and they'll typically be notified.
- Expiry — every quote has an expiry date, set when you send it (7 to 90 days out, your choice). If a client tries to open or approve the link after that date, they'll see a message that the quote has expired rather than the approval page.
- For a quote that's been revoked or has expired, you can select Copy & Reuse to create a new draft with the same content, ready to adjust and send again.
Good to know
- Resending always extends the expiry by a flat 30 days from the moment you resend, regardless of the original expiry window you chose.
- Revoking is one-way for that version of the quote — if the client still needs to approve something, resend or reuse it rather than trying to un-revoke it.
- An expired quote's link stops working for the client immediately — if you need to keep negotiating, resend it before it lapses, or copy it into a new draft afterward.
FAQs
What's the difference between resend and revoke?
Resend keeps the quote approvable and just refreshes its link and expiry. Revoke stops it from being approved at all.
Can I change the expiry window after sending?
Not directly — resending it is the way to push the expiry date out.
Can I still see a quote after it's expired?
Yes, it remains visible in your project's quote history, and you can copy it into a new draft.