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

1. Draft - Denotes newly created quote which is yet to be sent to the customer
2. Sent - Indicates that the quotation has been sent to the customer
3. Accepted - Represents that the quotation has been accepted by the customer (can be updated by customers, back-office, and field technician)
4. Declined - Shows that the quotation has been declined by the customer
5. Converted to Invoice - This status is updated automatically when a quote is converted to invoice
6. Expired - This status is updated automatically when a quote crosses the expiry date
7. 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

1. Click on the "Quotations" Icon in the Menu.
2. In the Quotes Listing Page, select the specific quote which you would like to update the status.
3. Once the Quote Details Page is visible, click on the "More" dropdown.
4. Select Mark as Accepted to update the status of your quote.
5. Click Mark Quote as Accepted in the confirmation dialog to confirm your choice.
6. In addition to marking your quote as accepted, you can Mark as Rejected, Convert to Invoice, and Cancel Quote.
7. 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.