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Viewing Quotes in other statuses


The default status when viewing quotes is 'In Progress'. To view quotes in other statuses (e.g. Approved or Pending Approval) in the Field interface:


  1. Open the main menu and tap Quotes
  2. Click Filter By
  3. Select the status you want to open
  4. Select the quote you would like to view.


List of Quote statuses:

StatusDefinition
In ProgressQuote is currently being worked on
Pending ApprovalQuote is pending approval from client/internal approval
ApprovedQuote has been approved by client/has been approved internally
RejectedClient has decided not to go ahead with quote
Reject & InvoiceClient not going ahead with quote and being invoiced for work already performed


Acceptance Status for Approved Quotes


You can view the Acceptance Status for approved quotes, just like you can in the Office view. Once you've selected a Quote within the 'Approved' status, scroll down to view/edit this field.

Save your changes.



Change/Update a status


If you are updating the quote status from In Progress to Pending Approval, select Pending Approval and click Save.
If you are approving or rejecting, the quote will automatically save.

If you are updating the quote status from approved or rejected, you will first need to re-open the quote before doing so.

Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFlo Go .

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