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. Canceled Quotes can be Recreated into a new Quote in Draft stage.