Marking Quote as Accepted
To mark a quote as accepted, you can do so a few ways.
- From the opportunity page, click the ellipsis menu on the quote and change to accepted
- From the quote, click the quote menu and then status. Change to accepted or declined
Changing Quote status from Accepted back to Draft or In Progress
The customer may have signed the quote but then wants to make a change, or maybe you were just experimenting with the quote. To change the status back from Accepted, click the menu from within the quote and go to status. Select the appropriate status.