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Estimates

How do I set how long my estimates are valid?

Updated 2026-11-05

You can set the default length of time your estimates are valid in your global estimate settings.

  1. Open Settings → Estimate → Terms & Options.
  2. Under Default Term, select Select Term.
  3. Choose how long your estimates should be valid.
  4. Select Update Settings.

This is a global setting for all estimates, not just one estimate.

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