Quotation Status
The Quotation Status provides a clear view of quotations at each stage of the process. Quotations are organised into separate status tabs for easy tracking and management. The All tab provides a combined view of quotations currently marked as Acknowledged, Outstanding, or Acknowledgement Pending, displaying them together in one table for easier tracking.
The available quotation statuses are listed below.
Outstanding
Acknowledgement Pending
Acknowledged
Submitted
Sent For Revision
Accepted
Sent (To Client)
Rejected
Cancelled
Expired
Combined
Consolidated
Details of status are provided in the following sections
Outstanding
Quotes that are created but not yet sent or assigned to supplier
Acknowledgement Pending
The quotation has been shared and assigned to supplier awaiting their acknowledgment.
Acknowledged
The quotation has been received and acknowledged by the supplier. Further review or action required.
Submitted
Costs has been added and the quote is submitted for review.
Sent For Revision
Quotes that are sent back to supplier to revise the costs.
Accepted
The quote has been approved and accepted by admin or client.
Sent (To Client)
Quote has been sent to client for review.
Rejected
The quotation has been rejected.
Cancelled
The quotation has been cancelled and is no longer active.
Expired
The quotation has been expired and is no longer active.
Combined
Quotes created by combining multiple quotes.
Consolidated
Quotes that are included in a combined quote.