Changing quote status
Quote statuses help you track the progress of each quote from creation to completion. Whether a quote is created, sent, accepted, or expired, statuses provide a clear view of where each quote stands in your workflow.
Quote statuses are automatically changed based on certain actions. You can also manually update statuses as needed. Managing quote statuses effectively ensures better organization, faster follow-ups, and improved visibility across your sales process.
Quote Statuses
Created
The initial status of a quote.
Sent
The status that is set automatically when a quote is sent to a customer using the Email Quote functionality.
Viewed
This status is set automatically when a customer views the "Accept Quote" page.
Accepted
This status is set automatically when a customer presses the "Accept" button on the "Accept Quote" page.
Declined
This status is set automatically when the customer presses the "Declined" button on the "Accept Quote" page.
Canceled
This status is not automatically set. It is only set when the status is manually set by the admin.
Ordered
This status is set automatically when the customer completes the checkout process after accepting the quote.
Set quote status manually
1. Navigate to the quote detail page
2. Press the Actions button
3. Select Edit Status
4. Choose the desired status from the dropdown list in thee pop-up
5. Press Save
