Accept or reject
When the customer decides on your quotation, record it: mark the quotation Accepted or Rejected.
Before you start
Section titled “Before you start”You need Quote View and Edit, and the quotation must be Open. If the offer still needs changing, revise it first.
- Open the quotation.
- Select Accept or Reject in the ··· menu.
- Read the Accept quotation or Reject quotation confirmation.
- Confirm.
What happens next
Section titled “What happens next”The status becomes Accepted or Rejected, and the quotation becomes read-only. You can still open it, read its history, preview its PDF and raise an invoice from it. Accepting does not create an invoice by itself.
Rules to know
Section titled “Rules to know”- Accepting or rejecting cannot be undone, and the quotation cannot go back to Open.
- A quotation past its Expires date stays Open until you accept or reject it. The expiry only shows a notice.
- Only accepted quotations are offered when you create an invoice from the Invoices list.