Auto Cancel Expired Quotations in Odoo
We’ve added a new feature to cancel expired sales quotations each night automatically. If a quote is no longer valid, it won’t clutter your pipeline or mislead your sales team; it just disappears.
This feature ensures your team is only working with live, relevant quotes.
Why it matters
Quotations often have expiration dates for good reason: prices change, customer interest wanes, and inventory levels fluctuate.
Letting expired quotes hang around can:
- Confuse your sales team about which deals are still active
- Skew your reporting with outdated or unqualified opportunities
- Lead to mistakes, like accidentally confirming a long-dead quote
This feature helps keep your system clean and accurate by automatically removing expired quotes.
How it works
Every night, a background process runs and looks for quotations that:
- Are in Draft or Sent status
- Have a validity date that’s today or earlier
If all conditions are met, the system cancels the quotation.
Important: Quotations without a validity date are never auto-cancelled.
How to Configure
To enable the feature:
- Go to Settings → Sales → Quotations & Orders
- Enable the setting:
- “Auto Cancel Expired Quotations”
Once enabled, the cancellation job runs daily. You can disable it anytime — the job stays installed, but won’t run.
Validity Date
To set a default validity date for all quotations:
- Enable the “Default quotation validity” setting
- Set the default Limit to the number of days after creation you want the quote to expire.
- The validity date for specific quotes can be set on the quote as well.
Only quotes with validity dates set will be included in the cancellation job.
This feature is ideal for:
- Sales teams managing time-sensitive quotes
- Companies with expiring offers or inventory limits
- Admins looking to maintain clean, trustworthy sales data
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