Quote Stages

Quotes progress through the following stages:

1. Draft: Sales Rep. is creating / editing Quote. Quotes are automatically saved while editing
2. Review: Quote submitted pending approval
3. Approved: Quote has been approved (or no approvals were required)
4. Sent: Quote has been sent to prospect and is pending signature
5. Processed: Quote has been signed by prospect and counter-signed by your company. Contract has been created.
6. Expired: Quote was not Processed prior to Quote Expiration Date.
7. Canceled: Quote was Canceled, an irreversible action that makes the Quote no longer processable.
   1. Canceled Quotes of type 'New' can be Recreated into a Quote in Draft stage.
   2. Canceled Quotes of type 'Amendment' or 'Renewal' cannot be Recreated as the underlying Contract may have changed since that Quote was created.