Use “Proposal Expiration Tracker” in Recued. Tracks proposal expiration status with dynamic checklist and summary.

How it works 11 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch

▼ deal ?

▼

Process (10 steps)

⚠ guard_missing_proposal_date guard

Stop if deal result properties proposal sent date is missing

■ days_since_proposal date_diff

Calculate days between deal result properties proposal sent date and now

■ days_until_expiration math

Calculate: {{config.expiration_window_days}} - {{step.days_since_proposal}}

■ days_expired math

Calculate: max(0, -{{step.days_until_expiration}})

■ is_positive compare

Check if days until expiration is greater than 0

■ within_threshold compare

Check if days until expiration is at most setting warn threshold days

■ is_warning all

Check if all conditions are true

■ expiration_date date_add

Add setting expiration window days days to

■ expiration_checklist to_checklist

Format results as an actionable checklist

■ expiration_summary to_summary

Format results as a summary card

Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

hubspot setting =

warn threshold days number = 3

expiration window days number = 14