The stages of a quote

Draft quote

A draft quote is a work in progress, the customer cannot see a quote at this stage.

  • A draft can be permanently deleted, under 'Actions'.

Sent quote (awaiting acceptance)

A quote has been sent to the customer, awaiting their acceptance. The quote will expire automatically on the quote expiry date.

  • A quote author can accept or decline a sent quote on behalf of the customer.
  • Edit and resend a sent quote
    A quote author can edit and resend a sent quote.  Read this article about editing a quote

Accepted quote

A customer has accepted your quote.  To do so, they must have checked the "I accept" checkbox before clicking the 'Accept quote' button.

  • If circumstances change, the quote author has the ability to undo the accepted status.

Archived quote

This is the final stage of all quotes.  Archiving a quote is a way to cross it off your list – say when the service has been completed or the product has been shipped.  

  • Archiving a quote will remove it from your 'Dashboard'.
  • Archived quotes are searchable in 'Quotes'.  You can also filter by current or archived quotes only.
  • An archived quote can still be accepted, so long as it hasn't expired.
  • A quote will archive automatically when it expires or it is withdrawn. 

Expired quote

  • A customer can view an expired quote but they may no longer accept it.
  • A quote author can edit and resend an expired quote. The expiry date will automatically be reset.

Declined quote

A customer may decline a quote, they are required to enter feedback before declining. 

  • A customer can still view a declined quote, but they cannot accept it.
  • If circumstances change, a quote author has the ability to undo the declined status. 

Withdrawn quote

All quotes (except draft quotes) can be withdrawn. Once a quote has been withdrawn:

  • The customer cannot see any of the quote items or pricing.
  • Quote values are not counted in your dashboard stats.
  • A quote author can undo the withdrawn status.
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