Proposal Valid Until vs Limited Hold
Proposal Valid Until and Limited Hold are similar sounding features, but they have different uses.
The Proposal Valid Until value is for when you have a proposal and time sensitive discounts. If a sales users tries to change the proposal status to Contacted after the proposal valid until has passed, the system will present an error.
- Limited holds are meant to have an impact on inventory. Holds are for when the contract is highly likely and there is a need to reserve inventory.
- Proposal valid until does not have an impact on inventory. It is for when the price offering is time sensitive.
Limited Holds also differ in that they represent a campaign status. Proposal Valid Until is merely a date field in a proposal.
