Quote is pending approval from client/internal approval
Quote has been approved by client/has been approved internally
Client has decided not to go ahead with quote
Updating status and substatus
When viewing a quote, updating the quote status and/or substatus is done in exactly the same way that you do for tasks; the only difference is that the statuses will have different names. See above for descriptions of the four statuses.
Acceptance Status for Approved Quotes
If you're using Acceptance Statuses, when approving a quote, you'll have the option to select this.
You can leave this blank if you're not using acceptance statuses.
For the 'Not Sent' and 'Awaiting Decision' statuses, you'll have the option of entering an Acceptance Expiry using the date and time picker. All other statuses will display these fields but they will be read only.
On this page:
Your Permission Group controls access to this feature.