Set how long a price holds
Good through sits next to Deposit % on a proposal. It is the last day the price holds.
Leave it empty and the proposal gets the usual 60 days from when you send it.
What the date actually does
Section titled “What the date actually does”- The customer sees it on the proposal.
- The link stops working after it. Someone opening an expired link is told it is no longer valid and to ask you for a fresh one.
- A proposal is good through that day, so it lasts until the end of it. A customer opening the link that afternoon is still in time.
The customer gets a warning first
Section titled “The customer gets a warning first”Three days before the date, an automation texts and emails them:
Hi Dana — your roof replacement proposal (JB-3018) is good through Tuesday, September 30. Review and sign here before then: …
It only goes to proposals still waiting on an answer. One that has been signed is not expiring, it is won.
You can edit the wording there like any other automation. {good_through}
renders as “Tuesday, September 30”.
If a proposal expires and they still want it
Section titled “If a proposal expires and they still want it”Open it, set a new Good through date, and send or share it again. The link is the same one — you are extending it, not replacing it, so an old email still works.
When to use a short date
Section titled “When to use a short date”A deadline is a sales tool, but only when it is real. A price that holds for a week because your material cost moves weekly is worth saying. A date you will happily ignore teaches people the date means nothing.