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Quote Effective and Expiration date tags in Pipeline Automation

Now, while setting up a pipeline automation stage, you can add ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags. These tags help you fetch quote details for the specific period during which a quote is generated and expired.

Use Case: Retrieve quote details directly into pipeline automation through filtering with ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags.

To View the Enhancement:

  • Navigate to the pipelines module.
  • Then, select three dots from the top right corner.
  • From the drop-down, select Automation.
  • Now, while adding any automation stage within pipelines, you can add the ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags to fetch the details of both the effective and expiry dates of the quotes directly.
  • Click Save.

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