Changing Project Quote Status
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

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. 


Did this answer your question?