Overview
A quote's status controls which actions appear on it, so the right options surface at the right point in the quoting process. Three statuses are possible during the quote stage:
Quote: Set when a quote is first submitted.
Draft: Set when an existing quote is being edited.
Archived: Set when a quote is archived; the prior status is preserved and restored if the quote is unarchived.
👥 Access Permissions
Only users with permission to access Sales Orders can view quote statuses and actions. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a quote
Sales>Sales Orders> select a quoteSales>Customers> select a customer > search and select a quote
📝Note
When an accounting integration is connected, newly-created quotes can be sent to the accounting package automatically. Enable this via
Settings>Integrations.
Quote status
Selecting Submit as Quote on the quote form submits the quote and sets its status to Quote.
The following actions are available while a quote is in Quote status:
Close
Closes the quote view and returns to the previous page. The quote itself is left unchanged.
Options
The Options button opens a menu of additional actions:
Edit Quote
Opens the quote for editing and changes its status to Draft. See Draft status for the actions available while editing.
Draft Status
A quote enters Draft status as soon as Edit Quote is selected, allowing changes to be made before resubmission. While in Draft, the following actions are available.
The following actions are available while a quote is in Draft status:
Close
Closes the quote with all in-progress changes saved. The changes remain in place when the quote is reopened.
Update Quote
Saves all changes made to the quote and returns it to Quote status.
📝Note
When an accounting integration is connected, the updated quote is also synced with the accounting package.
Submit as Order
Converts the quote into a sales order in one step.
📝Notes
The status changes to Submitted once the conversion is complete.
When an accounting integration is connected, the newly created sales order is also sent to the accounting package.
Archived status
An archived quote keeps the same action buttons it had before archiving, based on the status it was in at the time. For example:
A quote archived from Quote status retains the
Close,Options, andEdit Quoteactions.A quote archived from Draft status retains the
Close,Update Quote, andSubmit as Orderactions.
📝Note
When unarchived, a quote returns to the status it was in before being archived.