Quote States

There are several states a Quote can be set to at any given point in time. These states are explained below.

  • Delivered - You can set the Quote to "Delivered" to show that it was sent to the Customer.  If you use the "Email PDF" feature from the Quote, this State will automatically be updated by the system.
  • Draft - When the Quote is created and is a "Draft".  This is the first state that a Quote will be set to.
  • Expired - You can set the Quote to "Expired" if you want to categorize it as an Expired Quote.
  • Hold - Set this to "Hold" when you want to put a Quote on Hold.  When you do this, any Jobs that are associated with the line items on the Quote will also be put on hold.
  • Internally Approved - You can set the Quote to "Internally Approved" if you want to categorize the Quote as Internally Approved.
  • Lost - You can set the Quote to "Lost" if you were not able to get the Customer to approve this Quote and didn't do Business with you.
  • No Charge - You can set a Quote to "No Charge" if you want to categorize it as a "No Charge" Quote.
  • No Charge Approved - You can set a Quote to "No Charge Approved" if you want to categorize it as a "No Charge Approved" Quote.
  • Ordered - Shows that the Quote has been converted to a Sales Order.  This State will be automatically updated by the system. 
  • Pending - You can set a Quote to "Pending" if you want to categorize it as Pending.

Note: The following states below are integral to the Quote Review feature. Click here for details.

  • Approve with Changes - You can set the Quote to "Approve with Changes" if you want to categorize it as a Quote that as been Approved but needs changes.
  • Approved - You can set the Quote to "Approve" if the Quote has been Approved.
  • Customer Review - You can set the Quote to "Customer Review" to show that the Quote is currently being reviewed by the Customer.
  • Revise - You can set a Quote to "Revise" if you want to categorize it as a Quote that needs revisions.

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