A wholesale quote needs a clear expiration date the buyer can see, and a hard stop when that date passes so stale prices cannot convert. Week one on Parcel Build is that first working version for known accounts: default validity, visible date, Expired state, human extend path. You own the code. Flat monthly. See custom software for wholesalers. If quote expiration dates buyers trust is the gap, start a free 30-day build.
What should happen when a buyer tries to accept an expired wholesale quote?
The accept action should fail with a clear Expired state. The buyer sees why the quote will not convert. Sales can extend the date on the same document when that is allowed, or start a fresh quote when prices must change. Stale prices should not slip through because someone found an old PDF.
Why open-ended PDF quotes create margin risk and awkward renegotiation emails
A PDF with no expire date invites a buyer to convert weeks later at a price your costs no longer support. Sales then renegotiates in email after the buyer already planned on the old number. Margin risk and awkward threads both come from missing validity, not from bad intent.
Visible expiration on the portal and on the PDF sets the same expectation for both sides before anyone tries to accept.
What week one can cover
A default validity period on new quotes. A visible expire date on the portal quote and on the PDF. An Expired state that blocks accept. A human extend path so sales can push the date forward on the same quote when prices still hold.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
What stays out of month one
Defer full multi-round negotiation engines as the primary job. Defer every legal e-sign suite. Defer price-book versioning science projects. Month one is default validity, visible expire date, Expired block, and human extend for known accounts.
FAQ
Can sales extend an expired quote without starting a brand-new document?
Yes. Week one can include a human extend path that updates the expire date on the same quote when prices still hold. A new document is still available when the commercial terms must change.
Is quote expiration the same as quote revision history?
No. Expiration is the validity window and the block after that date. Revision history is how line changes and re-shares are tracked over time. They can live together later. Week one can prove expiration without cloning a full revision timeline.
Next step
If quote expiration dates buyers trust in wholesale is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.