How do I approve, decline or edit a quote?
Accept or deny your quote
When a quote is published, it will have the status Awaiting approval.
When your customer has come back to you and approved or declined the quote, go to the current quote. On the quote page, there are the options Approve and Decline at the top of that page.
When you accept the quote, it will remain under Active quotes until it is converted into an invoice.
Create an invoice from your quote
You can turn your quote into an invoice by choosing the invoice, then clicking on the Create invoice from quote button.
Edit your quote
If the price or other details have changed, click on the “...” button at the top of the quote page and choose Edit quote. Now you can make your changes. When you're done, you can send the updated quote to your customer again.
Change the state of your quote at any time
If you need to change the status of the quote at any time, you can always go to “...” then Change state, and choose the new state of your quote.