In this article, you will learn how to change the status of a project quote.
Ā 1. On the Menu, click Projects and select the project where the project quote is saved.
Ā 2. Click the QUOTES tab to access the Quotes Overview page.
Ā 3. Find the quote that you want to update and click its More Options menu to enable additional options.
Ā 4. Click Change Status to update the status of the project quote.
Ā 5. In the Change Status dialog box, click the drop-down menu to select the appropriate status:
Draft
Submitted
Approved
Ā 6. After selecting the status, click the Update Status button to save the changes.Ā
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