This guide explains how to configure an expiry date for a Contract Plan in QuoteCloud. The expiry date defines when a contract ends, helping you control contract duration, renewal behavior, and billing cut-off.
Setting an expiry date to a contract plan
Frequently Asked Questions
What does setting an expiry date on a Contract Plan in QuoteCloud do?
Setting an expiry date defines when a Contract Plan ends. It controls contract duration, when billing stops (billing cut-off), and how renewals or extensions are handled — helping you enforce fixed-term agreements in your sales quoting software.
How do I set an expiry date for a Contract Plan in QuoteCloud?
Open the Contract Plan you want to configure in QuoteCloud, locate the contract rules or scheduling section, and enter the expiry date or choose a contract length. Save the plan to apply the expiry; recurring pricing and billing cycles will respect that end date.
Can I use recurring pricing and still set an expiry date?
Yes. QuoteCloud allows recurring pricing for long-term arrangements while also applying an expiry date. The system will continue recurring billing up to the expiry (billing cut-off) and then stop charges or follow the renewal rules you specified.
What happens to billing and renewals at the expiry date?
At expiry, QuoteCloud stops automatic recurring charges or invoices according to your billing cut-off settings. If you have auto-renew rules configured, those will trigger before or at expiry; otherwise the contract will lapse and require manual renewal or a new sales proposal.
Will customers receive notifications before a contract plan expires?
QuoteCloud can be configured to notify recipients about upcoming expiries if notification rules or document tracking are enabled. We recommend setting reminder notifications so customers and internal teams know when a contract is approaching its end date.
Can I edit or extend an expiry date after a Contract Plan is active?
Yes. You can edit an active Contract Plan’s expiry date to extend or shorten the term. When you change the expiry, review recurring billing and renewal rules to ensure the updated date aligns with invoicing and any active subscriptions.
Are there best practices when choosing an expiry date for contracts?
Use clear, consistent terms (e.g., fixed end date or fixed term like 12 months), align expiry with billing cycles to avoid proration surprises, enable reminders for renewals, and document renewal policies in the proposal. These steps help sales teams using quote software and proposal software reduce disputes and revenue leakage.
How does expiry date management integrate with templates and sales proposal workflows?
When you create templates or proposals in QuoteCloud, include contract duration and expiry fields so every sales proposal or quote generated carries the same rules. This keeps proposals, contract plans, and e-signature workflows synchronized across your sales quoting software and proposal software processes.