Quote states
When working with quotes, it is helpful to understad that a quote goes through different states and the operations that are possible depend on exactly which state the quote is in.
The diagram illustrates the possible state transitions.
Draft
The quote is still being worked on. This is the only state in which the quote can be modified. Once the quote is in the approval process or has been shared, no changes can be made.
Shared
The quote has been shared with the customer, but not yet viewed. The quote can also be unshared, which will make it impossible for the customer to view it.
Viewed
The customer has viewed the quote.
Accepted
The customer has been accepted and signed the quote in the portal by the customer. At this point, the typical next step is to apply the quote to the account.
Approved
The quote has successfully gone through the approval process and has been approved by all approvers.
Rejected
The quote was rejected by an approver.
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