Quote Statuses

Overview#

Quote statuses help you track where each quote is in your pipeline.

They are typically used to:

• Filter quotes lists
• Build reporting
• Drive team workflow (who needs to do what next)

Recommended status set#

Most teams do well with a simple set:

• Draft
• Sent
• Follow-up
• Accepted
• Declined
• Expired (optional)

How to use statuses effectively#

Draft#

• Quote is being prepared.
• Use internal review/checks before sending.

Sent#

• Quote has been emailed.
• Record when it was sent and to whom.

Follow-up#

• Used as a working queue.
• Schedule calls/emails and document outcomes.

Accepted / Declined#

• Always record outcome quickly.
• If declined, record why (price, timing, scope, competitor).

Troubleshooting#

We have too many statuses#

If the team struggles to remember what each status means, remove or merge statuses.

Filters don’t show expected quotes#

• Confirm the quote is saved.
• Confirm status changes were applied.
• Confirm your role has access.