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Changing Project Quote Status

Written by Cole Mackin

In this article, you will learn how to change the status of a project quote.

1. On the Menu, click Projects and select the project where the project quote is saved.

2. Click the QUOTES tab to access the Quotes Overview page.

3. Find the quote that you want to update and click its More Options menu to enable additional options.

4. Click Change Status to update the status of the project quote.
5. In the Change Status dialog box, click the drop-down menu to select the appropriate status:

  • Draft

  • Submitted

  • Approved

6. After selecting the status, click the Update Status button to save the changes.


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💡 Tip

Want some help with your quotes? Book a free setup call and we'll create your first one together, from products to sign-off. No prep needed, and all skill levels are welcome.

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