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Quote statuses indicate the current stage a quote has reached in your process. You can create and define quote statuses to suit the needs of your business, and to assist with reporting.

Creating a Quote Status

To create a quote status, follow these steps:

1. From the User Menu Panel on the left, navigate to Settings > Quoting > Statuses.
2. Click Create.
3. Name your status.
4. Define the meaning and parameters of your status by clicking the appropriate checkboxes.
5. Click Create again.

You will be taken to a summary page where you can update the status or delete it.

Tip: Remember to set one of your quote statuses as the default for any new quote that is created.

Important: The checkbox “Can be updated” is required for any quote status that you want to be able to make edits to. Statuses such as Quote Sent or Quote Accepted should NOT have this enabled.

Editing a Quote Status

To edit a quote status, follow these steps:

1. From the User Menu Panel on the left, navigate to Settings > Quoting > Statuses.
2. Click into the status you want to edit, and click Update.
3. Make any changes, such as renaming the status or ticking/unticking boxes.
4. Click Save Changes.

To delete a quote status, you can either click into it as above and click Delete; or you can select multiple statuses from the list using the checkboxes next to them, then click With Selected > Delete.

Note: When you delete a quote status, any existing quotes you have in that status will not be changed. However, if you then change a quote’s status, you will not be able to change it back to the status which you have deleted.

Tips & Tricks

When you view the Leads page, you can see the value of your leads with accepted quotes.

This is because the checkbox Has Value is enabled for the Quote Accepted status.

You can change which of your quote statuses have value by updating this in settings as explained above.

Please Note: A single quote status can have multiple checkboxes enabled.

You can also have multiple quote statuses with Has Value enabled.

Important: If you update a particular quote status to have value when it didn’t previously, this will not add value to your existing leads with that quote status. It will only apply to newly created or updated leads going forward.

Each existing lead must be manually refreshed for the value to update.

Reporting: You can use Reports to track how many of your quotes are in each status – for example, what percentage of your quotes are Accepted or Rejected.