Every quote has a status, which says where it is with the customer, and a progress flag, which is a private marker for your team.
Statuses
| Status | What it means | What the customer sees |
|---|---|---|
| Draft | Not sent yet. You can edit everything. | A message that the quote is being updated. It can be viewed once you send it. |
| Sent | Live with the customer and locked for editing. | The quote, with Accept and Decline. |
| Editing | Taken offline so you can change it. | A message that the quote is being updated. |
| Accepted | The customer accepted, or you recorded their acceptance. | The accepted quote with the signature details. |
| Declined | The customer declined, or you marked it declined. | The quote, marked as declined, without Accept. |
| Expired | The Valid until date has passed. | The quote, marked as expired, without Accept. |
| Withdrawn | You withdrew it. | A message that the quote has been withdrawn. |
Admins can stop customers viewing expired or declined quotes in Settings → Branding & layout. See What your customer sees.
Progress flags
Progress helps your team keep the list tidy. Customers never see it. Set it from the quote's Actions menu, or for several quotes at once with Bulk edit on the Quotes page.
- Active: the default.
- On hold: parked for now. Use Put on hold, and Mark as active to bring it back.
- Complete: for accepted quotes once the work is done or handed over.
- Dismissed: for declined, expired or withdrawn quotes you no longer need to think about.
Any flag other than Active is shown as a second badge next to the status. The Quotes page shows Active quotes by default; choose On hold or All under Progress to see the rest.
To hide a quote from the lists altogether, archive it. See Archive, delete and duplicate quotes.
See also
Last updated 16 October 2026