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 status drop-down menu. Change to accepted or declined
Changing Quote status from Accepted back to 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.