Quote Statuses
There are a number of different statuses a quote can have:
- Submitted
- The quote has been submitted but not yet responded to.
- Expecting
- The customer is expecting an estimate to be provided.
- Estimated
- The customer has been given an estimate but has not yet responded.
- Itemised
- The customer has been given an detailed 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 on the marketplace.
- Purchased
- The quote has been purchased from the marketplace.
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing
