This article describes the rules to process pending requests for a quote (quote submissions) that are no longer relevant.
You or other members of your company may create quote submissions that will become outdated and irrelevant over time. Appulate can help you to detect and automatically resolve these quote submissions in order to exclude them from the pool of current tasks and reports.
This approach is based on tracking activity for each quote submission: if a certain number of days has passed since the date the policy was to be bound (Effective Date) without any update in the status, this quote submission is considered expired and automatically gets canceled (status "Request Cancelled").
1. Click Settings on the Setup menu and find the Auto-expiration setting under General Settings.
2. Enter a number of days to expiration, i.e. the amount of time that can pass since the Effective Date before the quote submission expires. This number has to be between 1 and 90; 14 is set by default. Click the Save button at the bottom of the page.
When a quote submission expires, all users working on it will receive an email notification unless you have deliberately turned this type of notification off.
To turn off notifications of expired quote submissions,
1. Click Settings on the Setup menu and find the Changes notification setting under Appulate Email Notifications.
2. Clear the Notify my users if a submission they are assigned to has automatically expired checkbox. Click the Save button at the bottom of the page.