On Lato, you can configure quotes to be automatically cancelled after a specific time period if they remain in the "Quote" status. This guide explains how to set up time-based automatic quote cancellation for all future trips or for selected itineraries, helping you keep your workflows tidy and your proposals up to date.

(Our product evolves quickly, and this video may not show the latest updates)

Automatically Cancel Quotes After a Time Period for all Your Future Trips

  1. Go to Settings > Trips > Automations

  2. Toggle on the "Cancel quote automatically" setting

  3. Enter the number of days after which the quotes should be automatically canceled

  4. Save your changes

Set Automatic Quote Cancellation for a Specific Trip

  1. Go to Trips

  2. Select the trip you want to apply the automation to

  3. Navigate to the "Settings" step of the trip

  4. Under the trip's Settings > Automations, toggle on the "Cancel quote automatically" setting

  5. Enter the number of days after which the quote should be automatically cancelled

    • The countdown starts as soon as you turn on the toggle

  6. Save the trip