Managing and Tracking Quote Status

Last updated: 15 May 2026

To manage your quote status, click the Actions menu next to a quote in your Quotes list and select the new status (Draft, Sent, Accepted, Rejected). Keeping track of your sales pipeline helps you remember which quotes need to be converted to invoices.

Updating statuses:

1. In the Quotes list, you can see the status of each quote (Draft, Sent, Accepted, Rejected).
2. To update a status, click the Actions menu next to the quote and select the new status.
3. Marking quotes as "Accepted" helps you remember which ones need to be converted to invoices!