Change the status of a quote
In the quotes list, click the actions button on the quote and choose Mark as accepted, Mark as pending or Mark as rejected. You can change it at any time.
- Software
- Accounting
- Who can do this
- Business owner, Member
- Updated
Change the status
- Open Quotes in the menu.
- Click the actions button (⋮) on the quote’s line.
- Choose one of:
- Mark as accepted: the quote becomes Accepted.
- Mark as pending: the quote becomes Pending again.
- Mark as rejected: the quote becomes Rejected.
The menu only offers the two statuses the quote doesn’t have.
What changes with the status
- A quote you mark as Accepted sends the same e-mail as when your client accepts it: the Business owner and every Member get it.
- Your client can answer online only while the quote is Pending. Mark it as Pending again to let them answer.
- The totals at the top of the list and the conversion report follow the new status.
Common questions
Do I have to change the status before making an invoice?
No. You can turn any quote into an invoice, whatever its status. See Turn a quote into an invoice.
Does my client know that I changed the status?
No. Skileo doesn’t e-mail your client. They see the new status the next time they open the quote’s page.