Use this field to indicate whether the quote has been accepted by your customer.
| To indicate: | Set Status to: |
|---|---|
| The customer is still evaluating this quote. | Pending |
| The customer approves the work. | Accepted |
| You decided not to pursue this work, or not to bill for it. (Note: The Status is also automatically set to Closed when you add this quote to an invoice and save it.) | Closed |
| The customer chose not to accept the quote. | Rejected |
The setting is important for another reason: it can determine whether a quote will be available to add to an invoice.
You can set a preference to allow for:
After your customer accepts the quote, you can use these fields to record the name of the person and the date. Use of these fields is optional.
Why the acceptance information doesn't appear on a printed quote