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Product Update
today

Extend request expiry up to 90 days from today

A request's expiry date used to be capped at three months from the day it was created. Older requests had little or no room to extend, and once a request expired a client who needed more time was stuck. 

What's changed 

The expiry limit is now based on today's date, not the date the request was created: 

  • Up to 90 days from today: set or change a request's expiry date to any date within the next 90 days. 
  • Works on expired requests: extend a request that has already expired so your client can pick up where they left off. 

Why it matters 

When a client needs more time, you can give it to them on the same request, with no need to rebuild and resend it. 

Where to find it 

Opportunity > Client Portal request > Expiry date