Marking Quote as Accepted

To mark a quote as accepted, you can do so a few ways.

  1. From the opportunity page, click the ellipsis menu on the quote and change to accepted

  2. 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.

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