Quotes can have different statuses depending on their stage in the customer journey. In this article, we’ll explain what each status means.
Haven’t created a Quote yet? Click here to get started. Looking to learn more? Click here for additional information.
To get started, navigate to Quotes and filter them by status using the options provided
So, let’s take a look at what each status means:
All new Quote requests from your customers or prospects that have come in and which you haven't actioned yet.
Quotes that you have started working on but have not yet sent to the customer or prospect.
Quotes that you have prepared and sent to customers or prospects for their review and acceptance.
Quotes which have been accepted by the customer. A booking is created (viewable in the bookings section) corresponding to each of the accepted quotes.
Quotes that have been declined by the customer or prospect will appear with a 'Declined' status. An optional feedback section is provided, allowing them to share their reason for declining. Regardless of whether feedback is given, it's a best practice to follow up with the customer or prospect to understand their concerns and explore how the quote can be adjusted to better meet their needs.
Quotes which your customer did not action by the expiration date set by you. (How to modify the Expiration Date for Quotes?). By default the Expiration date is set to 7 days from the date it was sent to the customer.
Quotes that are about to expire — it is highly recommended to set up automatic reminders. To learn how, please refer to this article.