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Review quote status and accepted work

Use the quote status to see whether a proposal is still being prepared, has been sent, or is ready for the next workflow.

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Last updated 21 Oct 2026

Quote status helps your team distinguish work that is still being prepared from work that has received a customer decision.

Steps

  1. Open Quotes and select the quote.
  2. Review the visible status and the customer, scope and pricing details.
  3. Use the available actions only after confirming the customer's decision and any required changes.
  4. When a quote is accepted, continue with the available booking or invoice workflow that suits the work.

Important

Do not treat a draft as customer approval. Keep a clear record of the accepted scope before creating downstream work.

Status is not a substitute for review

Use the displayed quote status and customer response to decide which actions are available. An accepted quote can support the next workflow, but booking, invoicing and deposits remain separate records and actions.

See quote statuses and creating follow-on work from an accepted quote.

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Create and send a quote

Create a draft quote, review its scope and send it to the selected customer contact.

Add and edit quote items

Build a quote from service, labour or manually entered items and review its commercial detail before sending.

Understand quote statuses

Use quote status and customer response to distinguish a draft proposal from sent, accepted, declined or cancelled work.