Quote statuses
What each quote status means and which actions are available in it.
Every quote sits in exactly one status. The status controls what you can do next: only Draft and Review quotes can be edited, and most actions are one-way.
The statuses
| Status | Meaning | What you can do |
|---|---|---|
| Draft | Being built. Lines and pricing are fully editable. | Edit, send, submit for review, or cancel. |
| Review | Submitted for internal sign-off; an approver was notified. | Approver approves (to Approved) or denies (back to Draft). |
| Approved | Sign-off granted. Ready to go to the customer. | Send, or cancel. |
| Sent | Delivered to the customer, awaiting their decision. | Mark accepted, rejected, or expired; cancel; or revise. |
| Accepted | Customer agreed. | Convert to an order. |
| Rejected | Customer declined (a reason is recorded). | Revise to try again, or leave closed. |
| Expired | Passed its valid-until date with no decision. | Revise to re-issue. |
| Converted | Turned into a sales order. Read-only. | None; follow the linked order. |
| Cancelled | Withdrawn before acceptance (a reason is recorded). | None. |
How they connect
The following diagram shows how a quote moves between statuses:
- A quote that does not need approval can go straight from Draft to Sent.
- A quote that needs approval must pass through Review and Approved first. Whether a given quote needs approval depends on your organization's setup; see the in-app reference.
- Revise does not change a status in place. It creates a new Draft revision so the sent copy stays intact as a record.
Editing rules
- Editable: Draft, Review.
- Deletable: Draft only. Sent and later quotes are kept as a permanent record.