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How to manage Quote Statuses

FieldInsight makes it easy to manage the statuses of all your quotes

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Managing your pipeline of quotes is key to business success.

We have the Quote status feature in our quoting workflow - making it easy for you to follow up and manage your quotes.

  • Simply click on Sales > Quotes

  • Now, you may search for your Account Customer or Quote Number using the Search section. Or use the Advanced Search option for an in-depth search.

  • Click on the desired quote or click the arrow next to it and select Edit.

Once you open the quote - on the top, next to the Quote Number, click on the downward arrow to open the detailed view.
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  • Change the Quote status as required by choosing from the list of statuses in the drop down menu under Quote status*.

  • For accepted quotes, you can add in the acceptance date as well as an expected start date.

As well as for Quote Declined, you can enter the Won/Lost reason for internal improvements - this will show as a pop-up once you move the Quote status to declined.

For more information view our other help documents on Quoting

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