How to Update the Status of a Quote?
The status of a quote can be updated either in two ways. Either your customer can accept or reject it from their end. Or, your field technicians or back-office executives can update it for your customers from their end. Listed below are instructions on how your team members can update the status of a quote for their customers.
Quotations in Zuper can have different stages including
- Draft - Denotes newly created quote which is yet to be sent to the customer
- Sent - Indicates that the quotation has been sent to the customer
- Accepted - Represents that the quotation has been accepted by the customer (can be updated by customers, back-office, and field technician)
- Declined - Shows that the quotation has been declined by the customer
- Converted to Invoice - This status is updated automatically when a quote is converted to invoice
- Expired - This status is updated automatically when a quote crosses the expiry date
- Archived - The back-office can mark a quote as archived after which no further changes can be made to the quote
Updating a Quote Status
-
Click on the "Quotations" Icon in the Menu.
- In the Quotes Listing Page, select the specific quote which you would like to update the status.
- Once the Quote Details Page is visible, click on the "More" dropdown.
- Select Mark as Accepted to update the status of your quote.
- Click Mark Quote as Accepted in the confirmation dialog to confirm your choice.
- In addition to marking your quote as accepted, you can Mark as Rejected, Convert to Invoice, and Cancel Quote.
- You will just have to confirm your action in the corresponding dialog.
Note: Please note that a quote can be updated until it is either marked as accepted or archived.
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