Overview
Quote statuses determine available actions, ensuring clear control and visibility across the quoting process.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it 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
Quote Status
Selecting Submit as Quote sets the Order status to Quote.
📝Note: when integrated with an accounting package, option to Send newly-created Factory quotes to your accounting package can be enabled under Settings > Integrations.
Action available in Quote status
When a Quote is in Quote status, the following actions are available:
Close
Closes the Quote view, returns to the previous page, and leaves the Quote unchanged.
Options
Available actions under Options include:
Edit Quote
Returns the Quote to Draftstatus for editing.
Draft Status
When a Quote is being edited, its status changes to Draft, allowing updates before submission.
Action available in Quote Draft status
When in Draft status, the following actions are displayed:
Close
Closes the Quote, will all changes saved and retained upon return.
Update Quote
Saves all changes made to the Quote.
📝Note: if integrated, the updated Quote is also synced with the connected accounting package.
Submit as Order
Converts the Quote into a Sales Order.
📝Notes:
If integrated, the Sales Order is also sent to the accounting package
Status changes to Submitted upon successful conversion.
Archived status
Archived Sales Quotes matches the action buttons of the status they are in prior archiving.
📝Note: when unarchived, Sales Orders will return to the status they were in before being archived.