# Send Accurate Quotes Fast > **Source**: [Chargebee](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast) > >

Generate quotes for prospects and convert them into subscriptions. Ideal for sales and support teams.

## Browse Collection 1. [How to Create Quotes in Chargeee? ](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee.md) (Video) 2. [How to View Quotes in your Workspace?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace.md) (Video) 3. [How to Extend the Expiry Date of a Quote?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote.md) (Video) 4. [How to Email a Quote to Your Customer?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/i47BKNs3jpo-how-to-email-a-quote-to-your-customer.md) (Video) --- # VIDEO: How to Extend the Expiry Date of a Quote? ## METADATA - id: T6mV1OKxjzv1eJ0wP9uHgw - type: video - source: Chargebee - content_url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote - collection_url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=0 text: In this video, let's see how to extend the expiry date of a quote. - time: 00:04 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=4 text: Before that, let me show you how to set a validity period for all quotes you send from your workspace. - time: 00:11 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=11 text: Go to settings, click on Configure Chargebee - time: 00:14 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=14 text: Scroll down to customer-facing essentials, and you will find invoices, credit notes, and quotes. - time: 00:20 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=20 text: Click on quotes. - time: 00:22 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=22 text: Here is the validity feature. - time: 00:24 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=24 text: Here you can specify the validity period until which your quote will be valid. - time: 00:29 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=29 text: Once this period expires, - time: 00:31 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=31 text: your quote will be marked as closed. - time: 00:33 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=33 text: Now let's look at how to extend the expiry date for a particular quote. Let's say this customer has been sent a quote with a - time: 00:39 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=39 text: validity period of 10 days, and let's say they come back asking for an extension of one week. - time: 00:45 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=45 text: In that case, you can open the quote. - time: 00:47 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=47 text: Under the quote actions in the right side, you will find extend expiry date. - time: 00:54 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=54 text: You can choose from the predefined options or you can choose a specific date. - time: 00:59 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=59 text: Let's say we give them another one week time. - time: 01:05 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=65 text: Ensure you add comments for future references and then click on confirm. - time: 01:10 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=70 text: Now once you extend your expiry date here, - time: 01:14 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=74 text: you override the validity period of 10 days that you set in the quotes configuration - time: 01:18 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=78 text: just for this particular quote. - time: 01:21 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=81 text: This is at a quote level. - time: 01:23 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=83 text: This is how you extend the expiry date for a particular quote instead of creating a new subscription. - time: 01:29 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote?start_time=89 text: Thank you for watching. ## SUMMARY # How to Extend the Expiry Date for Quotes in Your Workspace In this guide, we will walk you through the process of extending the expiry date for quotes in your workspace. Before we proceed with extending the expiry date, let's first understand how to set the validity period for all quotes. ## Setting the Validity Period for Quotes 1. Go to **Settings**. 2. Navigate to **Configure Chargebee**. 3. Scroll down to **Customer Facing Essentials**. 4. Locate and click on **Quotes**. 5. Here, you will find the validity feature where you can specify the validity period for your quotes. Once the specified period expires, the quote will be marked as closed. ## Extending the Expiry Date for a Quote Let's consider a scenario where a customer has been sent a quote with a validity period of 10 days. If the customer requests an extension of one week, follow these steps: 1. Open the quote that needs an extension. 2. Under **Quote Actions** on the right side, find and click on **Extend Expiry Date**. 3. Choose from the predefined options or select a specific date for the extension. 4. For example, you can give them an additional one week. 5. Ensure you add comments for future reference. 6. Click on **Confirm** to finalize the extension. By extending the expiry date, you override the original validity period set in the quotes configuration for this particular quote. This adjustment is made at the quote level, allowing you to extend the expiry date without creating a new subscription. Thank you!