Proposal expiration is a feature that allows you to set a date by which a customer must accept their proposal. Once that expiration date passes, the proposal is no longer valid.
Why It Matters
Protects your pricing — Floral costs change often. Expiration dates help ensure that customers don’t come back months later expecting the same pricing.
Creates urgency — It encourages clients to make timely decisions rather than delaying indefinitely.
Keeps your pipeline clean — You can quickly see which proposals are still active and which need follow-up or updates.
How It Works
When sending a proposal through Curate, you can set an expiration date.
After the expiration date, clients will see that the proposal has expired and will need to reach out for an updated version.
You can always extend or update the proposal if you choose.
How To Setup an Expiration Date
Click into an event and look to the left sidebar.
Locate and click Overview from the Quick Access section
The Overview sidebar will appear. Scroll down on the Details tab and locate the Portal Expiration option. From here you may click into calendar option to select a date. Proposals will expire at 11:59PM on the selected date. Please note that you may come back and change this date at anytime!
