Quotation statuses
A quotation moves through a series of statuses depending on the workflow configured. The workflow is determined by the Require confirmation setting on the quotation.
Workflows
There are two quotation flows to choose from when creating a quotation.
No confirmation required
The customer or administrator can place the order directly once the quotation is in Pending status.
Draft → Pending → Finalized
Confirmation required
The customer accepts the quotation first, then the administrator confirms it before the order can be placed.
Draft → Pending → Accepted → Confirmed → Finalized
The workflow is set by the Require confirmation toggle in the quotation's general details. See Create quotation.
Status overview
| Status | Description |
|---|---|
| Draft | The quotation is being prepared and can be edited freely. |
| Pending | The quotation has been sent. Depending on the workflow, the customer or administrator can now place or accept the order. |
| Accepted | The customer has accepted the quotation. Awaiting administrator confirmation. (Confirmation required flow only.) |
| Confirmed | The administrator has confirmed the acceptance. The order can now be placed. (Confirmation required flow only.) |
| Finalized | The order has been placed and the quotation is finalized. |
| Rejected | The customer has declined the quotation. |
| Expired | The quotation's expiration date has passed without a response. |
Status details
Draft
The quotation is open for editing. Products, pricing, and details can be changed at any time.
- Created automatically when you click Create quotation.
- Can be sent at any time by clicking Send quotation.
Pending
The quotation has been sent and is locked for editing.
- In the no confirmation flow: the customer or administrator can place the order directly.
- In the confirmation required flow: the customer can accept the quotation.
Accepted
The customer has accepted the quotation. (Confirmation required flow only.)
- The administrator must now confirm the quotation before the order can be placed.
Confirmed
The administrator has confirmed the customer's acceptance. (Confirmation required flow only.)
- The order can now be placed by the customer or administrator.
Finalized
The order has been placed and the quotation is finalized.
- The quotation is read-only.
Rejected
The customer has declined the quotation.
- The quotation cannot be edited or converted.
Expired
The quotation's expiration date has passed without a response.
- Set automatically when the expiration date is reached.
- The quotation cannot progress further in this state.