General Settings

System Settings

Quote Auto Closure

This setting, disabled by default, allows you to automate the closing of open orders only which live in the first tab on your workspace.

Open projects are automatically closed based on how long they sit without any meaningful changes - each project has a column that indicates this titled Aging. You can configure how long your open orders can age before they are automatically closed. This setting can be found on the Organization Settings page -> under System Settings.

We can control how long we want to keep stale projects open by specifying a number and assigning a period. For example, 42 Months. This would automatically close stale projects older than 42 Months.