How do quote statuses work?
To help you keep track of your potential customers, each quote has a status. The status of each quote is displayed on the quotes page.
Quote statuses update automatically as you provide a simple estimate, add a cost breakdown, sell the lead on the marketplace, convert the quote to a customer, and as the potential customer accepts or declines your quote.
Here's a list of what each quote status means:
- New
- The status of the quote has changed and requires a response.
- Submitted
- The quote request has been submitted but you have not yet provided an estimate or cost breakdown.
- Expecting
- The customer is expecting an estimate to be provided.
- Estimated
- The customer has been given a simple estimate but has not yet responded.
- Itemised
- The customer has been given a cost breakdown but has not yet responded.
- Accepted
- The customer has accepted the quote.
- Declined
- The customer declined the quote.
- Rejected
- You have chosen not to provide an estimate.
- Marketplace
- The quote has been offered as a lead on the marketplace.
- Purchased
- The quote has been purchased from the marketplace.