Quote Management

Accepted Quotes

View quotes that have been accepted by customers and track their next steps.

All Quotes Create Quote
Total Accepted 0 Accepted quotes
Accepted This Month 0 This month
Accepted Value 0 Total quote value
Awaiting Order 0 Ready for next step
All Quotes View every quote Sent Quotes sent to customers Pending Waiting for customer response Rejected Quotes not accepted Expired Quotes past validity History Quote activity history

Filter Accepted Quotes

Search and narrow down accepted quotes.

Accepted Quotes

Showing accepted quotes

Accepted quotes
Quote Customer Lead / Reference Amount Accepted Valid Until Status Actions
Showing 0 of 0

What Happens After Acceptance?

Keep accepted quotes moving toward successful orders.

1

Confirm Acceptance

Review the accepted quote and confirm the customer's requirements.

2

Follow Up

Contact the customer when additional information or confirmation is required.

3

Convert to Order

Move the accepted quote into the order workflow when applicable.

4

Track Progress

Monitor the resulting order through completion and payment.

Tips

  • Review accepted quotes regularly so customers receive timely follow-up.
  • Check quote validity dates before converting an accepted quote into an order.
  • Keep customer and internal notes updated for a complete activity history.
  • Use the quote detail page to review items, pricing, terms and customer communication.