Understanding Quote Statuses
Before You Start
As a Quote progresses through your sales process, its status changes to reflect where it is in its lifecycle.
Understanding each status will help you keep your Opportunities organised while maintaining a complete history of your quoting process.
Status - Draft
A Quote begins in Draft status.
While a Quote is in Draft, you can:
- Edit all Quote details.
- Import a different Quote Template.
- Save the Quote as a new Template.
- Download or Preview the Quote.
- Mark the Quote as Completed when it is ready.
Status - Pending
Once you click Quote Completed, the Quote moves to Pending.
A Pending Quote is ready to be issued to your client.
From this status you can:
- Send the Quote.
- Download the Quote.
- Save the Quote to your connected Cloud storage.
- Accept the Quote.
- Supersede the Quote.
- Decline the Quote.
- Return the Quote to Draft.
Status - Accepted
When a client accepts your Quote, select Quote Accepted.
Accepting a Quote creates a Job, allowing work to be scheduled and managed within JGID.
Status - Superseded
Use Quote Superseded when the Opportunity is still active, but this particular Quote is no longer the current version.
This commonly occurs when:
- A revised Quote has been issued.
- Pricing has changed.
- The scope of works has been updated.
Superseded Quotes remain part of the project's history and can be reactivated if required.
Status - Declined
Use Quote Declined when the client has decided not to proceed with this Quote.
Unlike a Superseded Quote, a Declined Quote indicates that this version has been rejected rather than replaced.
Returning a Quote to Draft
If you discover a small mistake after completing a Quote, you can return it to Draft, make the necessary corrections and complete it again.
For larger revisions, it's generally recommended to create a new Quote version instead.
Best Practice
- Use Draft while preparing your Quote.
- Move the Quote to Pending only once it has been fully reviewed.
- Use Accepted to create the Job.
- Use Superseded instead of overwriting Quotes that have already been issued.
- Use Declined when the client chooses not to proceed.
- Return a Quote to Draft only for minor corrections.
Related Articles
- Completing, Previewing & Sending a Quote
- Creating a New Quote Version
- Creating a Job from a Quote