Record Customer Acceptance or Rejection
Mark a sent quotation as accepted or rejected by the customer to track your sales funnel.
Step 1
Open a sent quotation
Open a quotation that is in Sent (or Viewed) status.
Step 2
Mark accepted or rejected
Use Mark accepted when the customer approves the quote, or Mark rejected (with an optional reason) when they decline.
Step 3
Next steps
Only Accepted quotations can be converted to an invoice. Rejected quotations are closed and kept for your records.
Expected outcomes
- Quotation reflects the customer response
- Accepted quotations become eligible for conversion
Related tutorials
Send a Quotation to Your Customer
Approve or mark a quotation ready, then email it with a PDF attached.
Quotation Lifecycle Statuses Explained
A complete guide to every quotation status — what it means, how you get there, and what actions are available next.
Convert a Quotation to an Invoice
Turn an accepted quotation into an invoice draft with the quoted values snapshotted.