Status Codes

Quotes status codes bear information about quotes current states.

When a quote is created, the customers can approve it, request a change or decline the quote. Every customer decision about a quote is reflected in the quote's status change.

Customer Action	Result	Quote Status Change
Accept	The proposition presented in the quote is approved by a customer.	Accepted
Change	Email from a customer with change request details. The customer has to choose a change request reason and can also add some free text with more description.	Pending
Decline	Email from a customer with a decline reason. The customer has to choose a decline reason and can also add some free text with more description.	Declined

If the customers want to request a change in a quote or they decide to decline it, they need to select a reason for their decision. By default, status codes for the following reasons are available in the system:

• For a change request:

  • Wrong material

  • Provided price too high

  • Delivery time late

  • Other

• For declining a quote:

  • No longer needed

  • Price too high

  • Delivery time late

  • Other

The codes are available in the Management Dashboard, under Quotes -> Status Codes, you can also create a custom status code if needed.

If the quote is declined or there's a request for change, you can see the quote's status change straight away in the quotes dashboard, plus you can check the reason's details in the quote edit mode, in general tab.

Creating a custom status code

1. Go to Quotes -> Status Codes and choose Create Status Code.

2. Select the status type, it can be either Change or Decline.

3. Enter the code you want to use as a reason for a change request or quote decline.

4. Optional: Add additional comments about the quote change reason.

After you save the new status code, the customers are able to select it from the drop-down menu as a change reason when they request an update or decide to decline a quote.