Mark a Quote as Accepted or Declined
You can record it when your customer accepts or declines a quote. For this the quote status must be Sent.
Mark your Quote as Accepted
- In the Account menu, select Sales.
- Scroll down to the Quote section.
- Select the Sent status tab.
- Find and open the quote you want to mark as accepted.
- Click on the Quote Options drop-down button and select Mark as Accepted option.
- Click Ok.
Mark your Quote as Declined
- In the Account menu, select Sales.
- Scroll down to the Quote section.
- Select the Sent status tab.
- Find and open the quote you want to mark as rejected.
- Click on the Quote Options drop-down button and select Mark as Rejected option.
- Click Ok.
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